Halpern Financial »

First Trust DJ Internet Index Fund shares owned by Halpern Financial

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

Historical chart of Halpern Financial 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 Halpern Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust DJ Internet Index Fund by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $159k 774 204.90
2023-12-31 $142k 790 179.65
2023-09-30 $126k 790 159.61
2023-06-30 $129k 790 162.99
2023-03-31 $117k 790 147.85
2022-12-31 $97k 790 123.15
2022-09-30 $100k 790 126.22
2022-06-30 $100k 790 127.03
2022-03-31 $148k 790 187.88
2021-12-31 $181k 801 226.13
2021-09-30 $189k 801 235.91
2021-06-30 $199k 811 244.86
2021-03-31 $205k 940 218.08
2020-12-31 $176k 831 212.23
2020-09-30 $157k 831 188.33
2020-06-30 $142k 831 170.51
2020-03-31 $103k 831 123.73
2019-12-31 $124k 891 139.12

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding First Trust DJ Internet Index Fund

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
Fisher Investments
Global Assets Advisory
LPL Financial
Bank of America Corporation
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Two Sigma Investments
Raymond James Financial Services Advisors
Raymond James & Associates
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding First Trust DJ Internet Index Fund