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WealthOne’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WealthOne’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
2022
Q3 		– Sell
-1,852
Closed -$235K – 109
2022
Q2 		$235K Buy
+1,852
New +$277K 0.1% 107

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthOne's FDN Position: Q3 2022 in Review

WealthOne sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 1,852 shares — an estimated $235K sold.

WealthOne first reported a position in FDN in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 407 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

  • WealthOne reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
  • WealthOne sold 1,852 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $235K.
  • WealthOne first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and held it in 1 quarter.
  • WealthOne's First Trust Dow Jones Internet Index Fund ETF position peaked at $235K in Q2 2022.
  • 407 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on WealthOne's 13F filing for Q3 2022, filed 18 Oct 2022.