WR Wealth Planners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-7	Closed	-$1.12K	–	413
2023 Q3	$1.12K	Hold	7	–	–	﹤0.01%	832
2023 Q2	$1.14K	Hold	7	–	–	﹤0.01%	822
2023 Q1	$1.03K	Hold	7	–	–	﹤0.01%	833
2022 Q4	$862	Hold	7	–	–	﹤0.01%	435
2022 Q3	$884	Hold	7	–	–	﹤0.01%	428
2022 Q2	$889	Hold	7	–	–	﹤0.01%	460
2022 Q1	$1.31K	Buy	+7	New	+$1.33K	﹤0.01%	454

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WR Wealth Planners's FDN Position: Q4 2023 in Review

WR Wealth Planners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2023, closing a stake of 7 shares — an estimated $1.12K sold.

WR Wealth Planners first reported a position in FDN in Q1 2022 and held it in 7 quarters. The position peaked at $1.31K in Q1 2022. 499 funds tracked by Wall St. Rank hold FDN as of Q4 2023.

WR Wealth Planners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 7 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2023, an estimated $1.12K.
WR Wealth Planners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and held it in 7 quarters.
WR Wealth Planners's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.31K in Q1 2022.
499 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.