Marks Wealth, LLC FDN Holdings History
Marks Wealth, LLC's First Trust Dow Jones Internet Index Fund Holding Summary
As of 2025-06-30, Marks Wealth, LLC held 126,539.00 shares of First Trust Dow Jones Internet Index Fund(FDN), totaling $34.08 Mil. This investment constitutes 11.05% of their stock portfolio, and Marks Wealth, LLC now holds 0.46% of the outstanding First Trust Dow Jones Internet Index Fund(FDN) stock.
The initial trade took place in 2020Q4. And since then Marks Wealth, LLC has made 2 purchases of FDN, at an average price of $230.13, for a total of 330,705.00 shares. In addition, there have been 2 sales at an average price of $238.76 for 204,166.00 shares. Based on historical transaction data and FDN's current price of $268.54, Marks Wealth, LLC's estimated gain on his FDN holdings is $6.62 Mil, reflecting a 8.70% gain to date.
Marks Wealth, LLC FDN ($268.54) Holding Chart
Marks Wealth, LLC FDN ($268.54) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
