Zullo Investment Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-534	Closed	-$65.8K	–	334
2022 Q4	$65.8K	Hold	534	–	–	0.04%	239
2022 Q3	$67K	Hold	534	–	–	0.04%	233
2022 Q2	$68K	Hold	534	–	–	0.04%	243
2022 Q1	$100K	Sell	534 -36	-6%	-$6.86K	0.05%	223
2021 Q4	$129K	Buy	+570	New	+$135K	0.07%	200

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Zullo Investment Group's FDN Position: Q1 2023 in Review

Zullo Investment Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 534 shares — an estimated $65.8K sold.

Zullo Investment Group first reported a position in FDN in Q4 2021 and held it in 5 quarters. The position peaked at $129K in Q4 2021. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Zullo Investment Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 534 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $65.8K.
Zullo Investment Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $129K in Q4 2021.
411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.