WWM
WT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,362
| Closed | -$201K | – | 102 |
|
|
2023
Q1 | $201K | Buy |
+1,362
| New | +$201K | 0.09% | 104 |
|
|
2022
Q3 | – | Sell |
-14,083
| Closed | -$1.79M | – | 94 |
|
|
2022
Q2 | $1.79M | Sell |
14,083
-922
| -6% | -$117K | 0.88% | 29 |
|
|
2022
Q1 | $2.82M | Buy |
15,005
+1,674
| +13% | +$314K | 1.08% | 27 |
|
|
2021
Q4 | $3.01M | Buy |
13,331
+3,272
| +33% | +$740K | 1.11% | 26 |
|
|
2021
Q3 | $2.37M | Buy |
10,059
+1,157
| +13% | +$273K | 0.91% | 28 |
|
|
2021
Q2 | $2.18M | Buy |
8,902
+944
| +12% | +$231K | 0.88% | 29 |
|
|
2021
Q1 | $1.74M | Buy |
7,958
+3,483
| +78% | +$760K | 0.8% | 32 |
|
|
2020
Q4 | $949K | Sell |
4,475
-3,313
| -43% | -$703K | 0.52% | 66 |
|
|
2020
Q3 | $1.47M | Sell |
7,788
-761
| -9% | -$143K | 0.97% | 26 |
|
|
2020
Q2 | $1.46M | Sell |
8,549
-309
| -3% | -$52.7K | 1.17% | 21 |
|
|
2020
Q1 | $1.1M | Sell |
8,858
-351
| -4% | -$43.4K | 1.15% | 21 |
|
|
2019
Q4 | $1.28M | Buy |
9,209
+498
| +6% | +$69.3K | 0.97% | 25 |
|
|
2019
Q3 | $1.17M | Buy |
+8,711
| New | +$1.17M | 1.02% | 27 |
|