PETERSON WEALTH MANAGEMENT FDN Holdings History
PETERSON WEALTH MANAGEMENT's First Trust Dow Jones Internet Index Fund Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 6,930.00 shares of First Trust Dow Jones Internet Index Fund(FDN), totaling $1.54 Mil. This investment constitutes 1.04% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0.03% of the outstanding First Trust Dow Jones Internet Index Fund(FDN) stock.
The initial trade took place in 2020Q2. And since then PETERSON WEALTH MANAGEMENT has made 11 purchases of FDN, at an average price of $191.66, for a total of 44,147.00 shares. In addition, there have been 7 sales at an average price of $220.13 for 37,217.00 shares. Based on historical transaction data and FDN's current price of $270.73, PETERSON WEALTH MANAGEMENT's estimated gain on his FDN holdings is $1.61 Mil, reflecting a 19.00% gain to date.
PETERSON WEALTH MANAGEMENT FDN ($270.73) Holding Chart
PETERSON WEALTH MANAGEMENT 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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