Wealth Management Partners’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 | $8.99M | Buy |
33,387
+67
| +0.2% | +$18K | 3.18% | 8 |
|
|
2025
Q1 | $7.4M | Sell |
33,320
-18
| -0.1% | -$4K | 3.43% | 7 |
|
|
2024
Q4 | $8.11M | Buy |
33,338
+107
| +0.3% | +$26K | 3.5% | 7 |
|
|
2024
Q3 | $7.04M | Sell |
33,231
-1,031
| -3% | -$218K | 3.26% | 7 |
|
|
2024
Q2 | $7.02M | Buy |
34,262
+1,891
| +6% | +$388K | 3.41% | 7 |
|
|
2024
Q1 | $6.64M | Buy |
32,371
+209
| +0.6% | +$42.9K | 3.37% | 7 |
|
|
2023
Q4 | $6M | Buy |
32,162
+342
| +1% | +$63.8K | 3.35% | 7 |
|
|
2023
Q3 | $5.08M | Buy |
31,820
+1,053
| +3% | +$168K | 3.17% | 8 |
|
|
2023
Q2 | $5.01M | Buy |
30,767
+637
| +2% | +$104K | 3.15% | 8 |
|
|
2023
Q1 | $4.45M | Buy |
30,130
+130
| +0.4% | +$19.2K | 3.11% | 9 |
|
|
2022
Q4 | $3.64M | Hold |
30,000
| – | – | 3.04% | 10 |
|
|
2022
Q3 | $3.85M | Buy |
30,000
+1,000
| +3% | +$128K | 3.38% | 8 |
|
|
2022
Q2 | $3.68M | Buy |
29,000
+1,000
| +4% | +$127K | 3.21% | 8 |
|
|
2022
Q1 | $5.27M | Buy |
28,000
+4,000
| +17% | +$753K | 3.76% | 7 |
|
|
2021
Q4 | $5.41M | Buy |
24,000
+186
| +0.8% | +$42K | 3.72% | 8 |
|
|
2021
Q3 | $5.62M | Sell |
23,814
-788
| -3% | -$186K | 4.16% | 6 |
|
|
2021
Q2 | $6.02M | Sell |
24,602
-1,378
| -5% | -$337K | 4.2% | 4 |
|
|
2021
Q1 | $5.91M | Sell |
25,980
-2,649
| -9% | -$603K | 4.41% | 3 |
|
|
2020
Q4 | $6.38M | Buy |
+28,629
| New | +$6.38M | 5% | 3 |
|