Number of Shares
808.00
Current Holdings Value*
$217,620.00
% of Portfolio
0.18%
Total Estimate Gain
$94,823.72
% of Total Estimate Gain
27.73%

Clear Point Advisors Inc.'s First Trust Dow Jones Internet Index Fund Holding Summary

As of 2025-06-30, Clear Point Advisors Inc. held 808.00 shares of First Trust Dow Jones Internet Index Fund(FDN), totaling $217,620.00. This investment constitutes 0.18% of their stock portfolio, and Clear Point Advisors Inc. now holds 0% of the outstanding First Trust Dow Jones Internet Index Fund(FDN) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 1 purchases of FDN, at an average price of $201.99, for a total of 1,693.00 shares. In addition, there have been 2 sales at an average price of $246.37 for 885.00 shares. Based on historical transaction data and FDN's current price of $270.73, Clear Point Advisors Inc.'s estimated gain on his FDN holdings is $94,823.72, reflecting a 27.73% gain to date.

Clear Point Advisors Inc. FDN ($270.73) Holding Chart

Clear Point Advisors Inc. FDN ($270.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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