WMG Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
6,100
-321
| -5% | -$86.5K | 0.61% | 28 |
|
|
2025
Q1 | $1.43M | Sell |
6,421
-194
| -3% | -$43.1K | 0.61% | 30 |
|
|
2024
Q4 | $1.61M | Sell |
6,615
-1
| -0% | -$243 | 0.69% | 27 |
|
|
2024
Q3 | $1.4M | Buy |
6,616
+339
| +5% | +$71.8K | 0.63% | 29 |
|
|
2024
Q2 | $1.29M | Buy |
6,277
+510
| +9% | +$105K | 0.68% | 30 |
|
|
2024
Q1 | $1.18M | Sell |
5,767
-31
| -0.5% | -$6.36K | 0.68% | 31 |
|
|
2023
Q4 | $1.08M | Buy |
5,798
+436
| +8% | +$81.3K | 0.71% | 33 |
|
|
2023
Q3 | $856K | Buy |
5,362
+213
| +4% | +$34K | 0.73% | 34 |
|
|
2023
Q2 | $839K | Buy |
5,149
+3,549
| +222% | +$578K | 0.62% | 42 |
|
|
2023
Q1 | $237K | Sell |
1,600
-524
| -25% | -$77.5K | 0.2% | 96 |
|
|
2022
Q4 | $262K | Sell |
2,124
-191
| -8% | -$23.5K | 0.22% | 95 |
|
|
2022
Q3 | $293K | Sell |
2,315
-190
| -8% | -$24K | 0.26% | 80 |
|
|
2022
Q2 | $321K | Sell |
2,505
-1,469
| -37% | -$188K | 0.28% | 80 |
|
|
2022
Q1 | $747K | Sell |
3,974
-799
| -17% | -$150K | 0.55% | 43 |
|
|
2021
Q4 | $1.08M | Buy |
+4,773
| New | +$1.08M | 0.84% | 31 |
|