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

WealthPLAN 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
2023 Q3	–	Sell	-250	Closed	-$40.7K	–	568
2023 Q2	$40.7K	Sell	250 -270	-52%	-$40.5K	0.01%	548
2023 Q1	$76.9K	Buy	+520	New	+$71.8K	0.01%	475
2016 Q3	$133K	Sell	1,627 -1,921	-54%	-$150K	0.04%	202
2016 Q2	$117K	Buy	+3,548	New	+$250K	0.02%	554
2015 Q4	$120K	Buy	+5,409	New	+$401K	0.02%	369
2015 Q2	–	Sell	-130	Closed	-$8K	–	458
2015 Q1	$8K	Buy	+130	New	+$8.21K	﹤0.01%	392

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

WealthPLAN Partners's FDN Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2023, closing a stake of 250 shares — an estimated $40.7K sold.

WealthPLAN Partners first reported a position in FDN in Q1 2015 and held it in 6 quarters. The position peaked at $133K in Q3 2016. 446 funds tracked by Wall St. Rank hold FDN as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 250 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2023, an estimated $40.7K.
WealthPLAN Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $133K in Q3 2016.
446 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.