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Wipfli Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wipfli Financial 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
2022
Q3 		$88K Buy
+700
New +$97.5K 0.01% 788

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wipfli Financial Advisors's FDN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022: 700 shares worth $88K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings.

406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

  • Wipfli Financial Advisors held 700 shares of First Trust Dow Jones Internet Index Fund ETF worth $88K as of Q3 2022.
  • First Trust Dow Jones Internet Index Fund ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #788 holding.
  • 406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.