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Peterson Wealth Management Buys First Trust Dow Jones Internet Index Fund, iShares U.S. Preferred Stock, Sells First Trust Capital Strength ETF, SPDR FactSet Innovative Technology ETF, SPDR S&P Health Care Equipment ETF

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Nov 12, 2021
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Investment company Peterson Wealth Management (Current Portfolio) buys First Trust Dow Jones Internet Index Fund, iShares U.S. Preferred Stock, sells First Trust Capital Strength ETF, SPDR FactSet Innovative Technology ETF, SPDR S&P Health Care Equipment ETF, Vanguard Mid-Cap Growth ETF, SPDR Semiconductors ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Peterson Wealth Management. As of 2021Q3, Peterson Wealth Management owns 57 stocks with a total value of $129 million. These are the details of the buys and sells.

For the details of PETERSON WEALTH MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/peterson+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of PETERSON WEALTH MANAGEMENT
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 25,602 shares, 7.10% of the total portfolio. Shares added by 1.23%
  2. S&P 500 ETF TRUST ETF (SPY) - 20,131 shares, 6.69% of the total portfolio. Shares added by 1.63%
  3. SPDR Portfolio Long Term Corporate Bond ETF (SPLB) - 265,798 shares, 6.46% of the total portfolio. Shares reduced by 1.04%
  4. Vanguard Dividend Appreciation FTF (VIG) - 39,684 shares, 4.72% of the total portfolio. Shares added by 2.23%
  5. SPDR Dividend ETF (SDY) - 48,813 shares, 4.45% of the total portfolio. Shares added by 3.33%
New Purchase: First Trust Dow Jones Internet Index Fund (FDN)

Peterson Wealth Management initiated holding in First Trust Dow Jones Internet Index Fund. The purchase prices were between $235.18 and $252.25, with an estimated average price of $244.54. The stock is now traded at around $247.430000. The impact to a portfolio due to this purchase was 1.85%. The holding were 10,148 shares as of 2021-09-30.

Added: iShares U.S. Preferred Stock (PFF)

Peterson Wealth Management added to a holding in iShares U.S. Preferred Stock by 21.31%. The purchase prices were between $38.25 and $39.19, with an estimated average price of $38.79. The stock is now traded at around $38.900000. The impact to a portfolio due to this purchase was 0.24%. The holding were 45,715 shares as of 2021-09-30.

Sold Out: First Trust Capital Strength ETF (FTCS)

Peterson Wealth Management sold out a holding in First Trust Capital Strength ETF. The sale prices were between $74.82 and $79.76, with an estimated average price of $77.79.

Sold Out: SPDR FactSet Innovative Technology ETF (XITK)

Peterson Wealth Management sold out a holding in SPDR FactSet Innovative Technology ETF. The sale prices were between $208.2 and $233.01, with an estimated average price of $221.82.

Sold Out: SPDR S&P Health Care Equipment ETF (XHE)

Peterson Wealth Management sold out a holding in SPDR S&P Health Care Equipment ETF. The sale prices were between $121.72 and $133.34, with an estimated average price of $127.69.

Sold Out: Vanguard Mid-Cap Growth ETF (VOT)

Peterson Wealth Management sold out a holding in Vanguard Mid-Cap Growth ETF. The sale prices were between $230.26 and $250.88, with an estimated average price of $241.96.

Sold Out: SPDR Semiconductors ETF (XSD)

Peterson Wealth Management sold out a holding in SPDR Semiconductors ETF. The sale prices were between $176.14 and $209.04, with an estimated average price of $195.02.



Here is the complete portfolio of PETERSON WEALTH MANAGEMENT. Also check out:

1. PETERSON WEALTH MANAGEMENT's Undervalued Stocks
2. PETERSON WEALTH MANAGEMENT's Top Growth Companies, and
3. PETERSON WEALTH MANAGEMENT's High Yield stocks
4. Stocks that PETERSON WEALTH MANAGEMENT keeps buying
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