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

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

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

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

Fisher Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return