WT Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WT Wealth Management’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	-1,362	Closed	-$201K	–	102
2023 Q1	$201K	Buy	+1,362	New	+$188K	0.09%	104
2022 Q3	–	Sell	-14,083	Closed	-$1.79M	–	94
2022 Q2	$1.79M	Sell	14,083 -922	-6%	-$138K	0.88%	29
2022 Q1	$2.82M	Buy	15,005 +1,674	+13%	+$319K	1.08%	27
2021 Q4	$3.01M	Buy	13,331 +3,272	+33%	+$775K	1.11%	26
2021 Q3	$2.37M	Buy	10,059 +1,157	+13%	+$283K	0.91%	28
2021 Q2	$2.18M	Buy	8,902 +944	+12%	+$216K	0.88%	29
2021 Q1	$1.74M	Buy	7,958 +3,483	+78%	+$775K	0.8%	32
2020 Q4	$949K	Sell	4,475 -3,313	-43%	-$670K	0.52%	66
2020 Q3	$1.47M	Sell	7,788 -761	-9%	-$140K	0.97%	26
2020 Q2	$1.46M	Sell	8,549 -309	-3%	-$47.1K	1.17%	21
2020 Q1	$1.09M	Sell	8,858 -351	-4%	-$48.7K	1.15%	21
2019 Q4	$1.28M	Buy	9,209 +498	+6%	+$67.2K	0.97%	25
2019 Q3	$1.17M	Buy	+8,711	New	+$1.23M	1.02%	27

Other funds holding FDN

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WT Wealth Management's FDN Position: Q2 2023 in Review

WT Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2023, closing a stake of 1,362 shares — an estimated $201K sold.

WT Wealth Management first reported a position in FDN in Q3 2019 and held it in 13 quarters. The position peaked at $3.01M in Q4 2021. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

WT Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2023 after selling out during the quarter.
WT Wealth Management sold 1,362 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $201K.
WT Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and held it in 13 quarters.
WT Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.01M in Q4 2021.
433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.