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Rothwell Investment Advisors, LLC’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio FDN Stock Details FDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.2K Buy
+63
New +$17.8K 0.01% 648

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CPA
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Cambridge Investment Research Advisors
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Tamar Securities
Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FDN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2026: 63 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings.

341 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 63 shares of First Trust Dow Jones Internet Index Fund ETF worth $18.2K as of Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #648 holding.
  • 341 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.