WP
WealthShield Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Hold |
9,124
| – | – | 0.3% | 95 |
|
|
2025
Q1 | $2.03M | Sell |
9,124
-35
| -0.4% | -$7.78K | 0.26% | 105 |
|
|
2024
Q4 | $2.23M | Buy |
9,159
+1,744
| +24% | +$424K | 0.32% | 91 |
|
|
2024
Q3 | $1.57M | Sell |
7,415
-965
| -12% | -$204K | 0.21% | 116 |
|
|
2024
Q2 | $1.72M | Buy |
8,380
+2,555
| +44% | +$524K | 0.26% | 102 |
|
|
2024
Q1 | $1.19M | Sell |
5,825
-970
| -14% | -$199K | 0.19% | 130 |
|
|
2023
Q4 | $1.27M | Sell |
6,795
-2,500
| -27% | -$466K | 0.21% | 122 |
|
|
2023
Q3 | $1.48M | Buy |
9,295
+4,734
| +104% | +$756K | 0.22% | 119 |
|
|
2023
Q2 | $743K | Buy |
4,561
+780
| +21% | +$127K | 0.11% | 171 |
|
|
2023
Q1 | $559K | Hold |
3,781
| – | – | 0.09% | 196 |
|
|
2022
Q4 | $466K | Sell |
3,781
-919
| -20% | -$113K | 0.09% | 205 |
|
|
2022
Q3 | $593K | Sell |
4,700
-1,506
| -24% | -$190K | 0.12% | 180 |
|
|
2022
Q2 | $788K | Sell |
6,206
-101
| -2% | -$12.8K | 0.16% | 155 |
|
|
2022
Q1 | $1.19M | Sell |
6,307
-314
| -5% | -$59K | 0.19% | 125 |
|
|
2021
Q4 | $1.5M | Sell |
6,621
-2,069
| -24% | -$468K | 0.25% | 87 |
|
|
2021
Q3 | $2.05M | Buy |
8,690
+8,091
| +1,351% | +$1.91M | 0.55% | 48 |
|
|
2021
Q2 | $147K | Buy |
+599
| New | +$147K | 0.02% | 303 |
|
|
2021
Q1 | – | Sell |
-8,519
| Closed | -$1.81M | – | 1150 |
|
|
2020
Q4 | $1.81M | Buy |
8,519
+2,093
| +33% | +$444K | 0.33% | 68 |
|
|
2020
Q3 | $1.21M | Buy |
6,426
+144
| +2% | +$27.1K | 0.42% | 62 |
|
|
2020
Q2 | $1.07M | Buy |
6,282
+1,510
| +32% | +$257K | 0.49% | 51 |
|
|
2020
Q1 | $590K | Sell |
4,772
-2,426
| -34% | -$300K | 0.36% | 67 |
|
|
2019
Q4 | $1M | Hold |
7,198
| – | – | 0.49% | 42 |
|
|
2019
Q3 | $969K | Buy |
7,198
+437
| +6% | +$58.8K | 0.51% | 43 |
|
|
2019
Q2 | $972K | Sell |
6,761
-1,466
| -18% | -$211K | 0.56% | 35 |
|
|
2019
Q1 | $1.14M | Sell |
8,227
-432
| -5% | -$60K | 0.64% | 32 |
|
|
2018
Q4 | $1.01M | Sell |
8,659
-8,254
| -49% | -$963K | 0.69% | 30 |
|
|
2018
Q3 | $2.39M | Buy |
16,913
+1,547
| +10% | +$219K | 1.37% | 15 |
|
|
2018
Q2 | $2.12M | Sell |
15,366
-18,108
| -54% | -$2.49M | 1.29% | 18 |
|
|
2018
Q1 | $4.03M | Sell |
33,474
-2,903
| -8% | -$350K | 2.56% | 7 |
|
|
2017
Q4 | $4.04M | Buy |
+36,377
| New | +$4.04M | 2.46% | 8 |
|