Yahav Achim Ve Achayot - Provident Funds Management Company’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	-6,135	Closed	-$985K	–	43
2023 Q3	$985K	Hold	6,135	–	–	0.85%	29
2023 Q2	$995K	Buy	+6,135	New	+$921K	0.76%	34
2023 Q1	–	Sell	-8,005	Closed	-$991K	–	61
2022 Q4	$991K	Hold	8,005	–	–	0.94%	38
2022 Q3	$1.02M	Hold	8,005	–	–	0.99%	37
2022 Q2	$1.01M	Hold	8,005	–	–	0.91%	40
2022 Q1	$1.5M	Hold	8,005	–	–	1.15%	31
2021 Q4	$1.83M	Hold	8,005	–	–	1.32%	25
2021 Q3	$1.89M	Buy	+8,005	New	+$1.96M	1.48%	22

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Yahav Achim Ve Achayot - Provident Funds Management Company's FDN Position: Q4 2023 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2023, closing a stake of 6,135 shares — an estimated $985K sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in FDN in Q3 2021 and held it in 8 quarters. The position peaked at $1.89M in Q3 2021. 499 funds tracked by Wall St. Rank hold FDN as of Q4 2023.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2023 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 6,135 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2023, an estimated $985K.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and held it in 8 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.89M in Q3 2021.
499 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2023.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q4 2023, filed 15 Feb 2024.