WIM
Westside Investment Management’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 | $2.22M | Sell |
8,243
-60
| -0.7% | -$16.1K | 0.41% | 64 |
|
|
2025
Q1 | $1.85M | Buy |
8,303
+255
| +3% | +$56.7K | 0.39% | 64 |
|
|
2024
Q4 | $1.96M | Sell |
8,048
-20
| -0.2% | -$4.86K | 0.41% | 61 |
|
|
2024
Q3 | $1.7M | Sell |
8,068
-200
| -2% | -$42.2K | 0.36% | 71 |
|
|
2024
Q2 | $1.69M | Sell |
8,268
-124
| -1% | -$25.4K | 0.39% | 64 |
|
|
2024
Q1 | $1.72M | Sell |
8,392
-92
| -1% | -$18.9K | 0.41% | 64 |
|
|
2023
Q4 | $1.58M | Buy |
8,484
+160
| +2% | +$29.8K | 0.4% | 62 |
|
|
2023
Q3 | $1.33M | Hold |
8,324
| – | – | 0.38% | 68 |
|
|
2023
Q2 | $1.36M | Sell |
8,324
-1,715
| -17% | -$280K | 0.38% | 71 |
|
|
2023
Q1 | $1.45M | Sell |
10,039
-7,145
| -42% | -$1.03M | 0.43% | 64 |
|
|
2022
Q4 | $256K | Buy |
17,184
+645
| +4% | +$9.62K | 0.63% | 42 |
|
|
2022
Q3 | $388K | Buy |
16,539
+2,835
| +21% | +$66.4K | 0.93% | 24 |
|
|
2022
Q2 | $209K | Buy |
13,704
+3,054
| +29% | +$46.5K | 0.47% | 46 |
|
|
2022
Q1 | $203K | Buy |
10,650
+5,806
| +120% | +$111K | 0.45% | 49 |
|
|
2021
Q4 | $127K | Buy |
4,844
+100
| +2% | +$2.62K | 0.29% | 75 |
|
|
2021
Q3 | $131K | Sell |
4,744
-21
| -0.4% | -$581 | 0.3% | 73 |
|
|
2021
Q2 | $130K | Buy |
4,765
+330
| +7% | +$8.98K | 0.3% | 70 |
|
|
2021
Q1 | $88.1K | Buy |
4,435
+640
| +17% | +$12.7K | 0.23% | 82 |
|
|
2020
Q4 | $79.3K | Buy |
3,795
+1,270
| +50% | +$26.5K | 0.22% | 79 |
|
|
2020
Q3 | $9.88K | Buy |
2,525
+50
| +2% | +$196 | ﹤0.01% | 150 |
|
|
2020
Q2 | $422 | Sell |
2,475
-695
| -22% | -$119 | ﹤0.01% | 206 |
|
|
2020
Q1 | $71.5K | Buy |
+3,170
| New | +$71.5K | 0.05% | 68 |
|
|
2019
Q2 | $118 | Buy |
+825
| New | +$118 | ﹤0.01% | 232 |
|
|
2018
Q4 | $999K | Buy |
+8,560
| New | +$999K | 0.37% | 47 |
|
|
2018
Q3 | – | Sell |
-3,150
| Closed | -$440K | – | 751 |
|
|
2018
Q2 | $440K | Buy |
3,150
+1,650
| +110% | +$230K | 0.15% | 90 |
|
|
2018
Q1 | $176K | Buy |
1,500
+1,200
| +400% | +$141K | 0.1% | 162 |
|
|
2017
Q4 | $34.4K | Buy |
+300
| New | +$34.4K | 0.02% | 319 |
|