Wealthcare Advisory Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wealthcare Advisory Partners’s Portfolio FDN Stock Details FDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,459	Closed	-$299K	–	839
2024 Q1	$299K	Buy	1,459 +275	+23%	+$54.2K	0.01%	674
2023 Q4	$221K	Buy	+1,184	New	+$198K	0.01%	695
2021 Q2	–	Sell	-410	Closed	-$89K	–	967
2021 Q1	$89K	Buy	+410	New	+$91.2K	0.01%	700
2020 Q2	–	Sell	-732	Closed	-$91K	–	658
2020 Q1	$91K	Buy	732 +7	+1%	+$971	0.01%	389
2019 Q4	$101K	Sell	725 -112	-13%	-$15.1K	0.01%	403
2019 Q3	$113K	Buy	837 +200	+31%	+$28.2K	0.02%	352
2019 Q2	$92K	Buy	637 +300	+89%	+$42.8K	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%	-$45.1K	0.01%	480
2018 Q2	$90K	Buy	655 +400	+157%	+$52.4K	0.02%	349
2018 Q1	$31K	Sell	255 -46	-15%	-$5.57K	0.01%	488
2017 Q4	$33K	Buy	301 +76	+34%	+$8.17K	0.01%	442
2017 Q3	$23K	Buy	+225	New	+$22.3K	0.01%	406

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthcare Advisory Partners's FDN Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2024, closing a stake of 1,459 shares — an estimated $299K sold.

Wealthcare Advisory Partners first reported a position in FDN in Q3 2017 and held it in 14 quarters. The position peaked at $299K in Q1 2024. 500 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

Wealthcare Advisory Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,459 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2024, an estimated $299K.
Wealthcare Advisory Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $299K in Q1 2024.
500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.