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White Knight Strategic Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

White Knight Strategic Wealth Advisors’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
Q2 		– Sell
-1,401
Closed -$207K – 72
2023
Q1 		$207K Sell
1,401
-1,180
-46% -$163K 0.26% 71
2022
Q4 		$318K Buy
+2,581
New +$328K 0.44% 51

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

White Knight Strategic Wealth Advisors's FDN Position: Q2 2023 in Review

White Knight Strategic Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2023, closing a stake of 1,401 shares — an estimated $207K sold.

White Knight Strategic Wealth Advisors first reported a position in FDN in Q4 2022 and held it in 2 quarters. The position peaked at $318K in Q4 2022. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

  • White Knight Strategic Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2023 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 1,401 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $207K.
  • White Knight Strategic Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and held it in 2 quarters.
  • White Knight Strategic Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $318K in Q4 2022.
  • 433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.