Waverly 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 | $307K | Hold |
1,140
| – | – | ﹤0.01% | 958 |
|
2025
Q1 | $253K | Buy |
1,140
+19
| +2% | +$4.22K | ﹤0.01% | 986 |
|
2024
Q4 | $273K | Buy |
1,121
+3
| +0.3% | +$730 | ﹤0.01% | 847 |
|
2024
Q3 | $237K | Hold |
1,118
| – | – | ﹤0.01% | 737 |
|
2024
Q2 | $229K | Sell |
1,118
-44
| -4% | -$9.02K | ﹤0.01% | 731 |
|
2024
Q1 | $238K | Buy |
+1,162
| New | +$238K | 0.01% | 616 |
|