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First Trust DJ Internet Index Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Trust DJ Internet Index Fund (FDN) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Trust DJ Internet Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust DJ Internet Index Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DJ Internet Index Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 7.2k 211.83
2024-06-30 $1.5M 7.4k 204.94
2024-03-31 $1.5M 7.3k 205.09
2023-12-31 $1.2M 6.2k 186.55

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding First Trust DJ Internet Index Fund

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
International Assets Investment Management
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
Raymond James & Associates
Branch Banking & Trust Company
Northeast Financial Consultants
Fisher Investments
Commonwealth Equity Services
Susquehanna International

View all funds holding First Trust DJ Internet Index Fund