Walkner Condon Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+779
| New | +$210K | 0.04% | 265 |
|
|
2025
Q1 | – | Sell |
-1,303
| Closed | -$317K | – | 276 |
|
|
2024
Q4 | $317K | Sell |
1,303
-186
| -12% | -$45.2K | 0.06% | 210 |
|
|
2024
Q3 | $315K | Buy |
1,489
+69
| +5% | +$14.6K | 0.06% | 209 |
|
|
2024
Q2 | $291K | Buy |
1,420
+8
| +0.6% | +$1.64K | 0.06% | 202 |
|
|
2024
Q1 | $290K | Sell |
1,412
-387
| -22% | -$79.4K | 0.06% | 215 |
|
|
2023
Q4 | $336K | Sell |
1,799
-182
| -9% | -$34K | 0.08% | 199 |
|
|
2023
Q3 | $316K | Sell |
1,981
-198
| -9% | -$31.6K | 0.08% | 181 |
|
|
2023
Q2 | $355K | Sell |
2,179
-292
| -12% | -$47.6K | 0.09% | 163 |
|
|
2023
Q1 | $365K | Hold |
2,471
| – | – | 0.1% | 155 |
|
|
2022
Q4 | $304K | Hold |
2,471
| – | – | 0.09% | 163 |
|
|
2022
Q3 | $312K | Sell |
2,471
-723
| -23% | -$91.3K | 0.1% | 159 |
|
|
2022
Q2 | $406K | Buy |
3,194
+153
| +5% | +$19.4K | 0.13% | 142 |
|
|
2022
Q1 | $571K | Buy |
+3,041
| New | +$571K | 0.16% | 115 |
|
|
2021
Q2 | – | Sell |
-4,348
| Closed | -$948K | – | 169 |
|
|
2021
Q1 | $948K | Buy |
+4,348
| New | +$948K | 0.37% | 63 |
|
|
2020
Q4 | – | Sell |
-4,424
| Closed | -$833K | – | 139 |
|
|
2020
Q3 | $833K | Sell |
4,424
-202
| -4% | -$38K | 0.45% | 50 |
|
|
2020
Q2 | $789K | Buy |
+4,626
| New | +$789K | 0.69% | 25 |
|