Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,459
| Closed | -$299K | – | 839 |
|
|
2024
Q1 | $299K | Buy |
1,459
+275
| +23% | +$56.4K | 0.01% | 674 |
|
|
2023
Q4 | $221K | Buy |
+1,184
| New | +$221K | 0.01% | 695 |
|
|
2021
Q2 | – | Sell |
-410
| Closed | -$89K | – | 967 |
|
|
2021
Q1 | $89K | Buy |
+410
| New | +$89K | 0.01% | 700 |
|
|
2020
Q2 | – | Sell |
-732
| Closed | -$91K | – | 658 |
|
|
2020
Q1 | $91K | Buy |
732
+7
| +1% | +$870 | 0.01% | 389 |
|
|
2019
Q4 | $101K | Sell |
725
-112
| -13% | -$15.6K | 0.01% | 403 |
|
|
2019
Q3 | $113K | Buy |
837
+200
| +31% | +$27K | 0.02% | 352 |
|
|
2019
Q2 | $92K | Buy |
637
+300
| +89% | +$43.3K | 0.01% | 393 |
|
|
2019
Q1 | $47K | Hold |
337
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $39K | Hold |
337
| – | – | 0.01% | 481 |
|
|
2018
Q3 | $48K | Sell |
337
-318
| -49% | -$45.3K | 0.01% | 480 |
|
|
2018
Q2 | $90K | Buy |
655
+400
| +157% | +$55K | 0.02% | 349 |
|
|
2018
Q1 | $31K | Sell |
255
-46
| -15% | -$5.59K | 0.01% | 488 |
|
|
2017
Q4 | $33K | Buy |
301
+76
| +34% | +$8.33K | 0.01% | 442 |
|
|
2017
Q3 | $23K | Buy |
+225
| New | +$23K | 0.01% | 406 |
|