AllSquare Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$12.6K	Hold	45	–	–	0.01%	366
2025 Q2	$12.1K	Hold	45	–	–	0.01%	365
2025 Q1	$10K	Hold	45	–	–	0.01%	376
2024 Q4	$10.9K	Hold	45	–	–	0.01%	367
2024 Q3	$9.53K	Hold	45	–	–	0.01%	387
2024 Q2	$9.22K	Hold	45	–	–	0.01%	384
2024 Q1	$9.23K	Hold	45	–	–	0.01%	380
2023 Q4	$8.39K	Hold	45	–	–	0.01%	387
2023 Q3	$7.18K	Hold	45	–	–	﹤0.01%	396
2023 Q2	$6.99K	Hold	45	–	–	﹤0.01%	415
2023 Q1	$6.65K	Hold	45	–	–	﹤0.01%	411
2022 Q4	$5.54K	Hold	45	–	–	﹤0.01%	412
2022 Q3	$6K	Hold	45	–	–	﹤0.01%	401
2022 Q2	$6K	Hold	45	–	–	﹤0.01%	407
2022 Q1	$8K	Hold	45	–	–	﹤0.01%	397
2021 Q4	$10K	Hold	45	–	–	0.01%	381
2021 Q3	$11K	Hold	45	–	–	0.01%	362
2021 Q2	$11K	Hold	45	–	–	0.01%	378
2021 Q1	$10K	Hold	45	–	–	0.01%	382
2020 Q4	$10K	Hold	45	–	–	0.01%	349
2020 Q3	$8K	Hold	45	–	–	0.01%	350
2020 Q2	$8K	Hold	45	–	–	0.01%	355
2020 Q1	$6K	Hold	45	–	–	0.01%	346
2019 Q4	$6K	Hold	45	–	–	﹤0.01%	362
2019 Q3	$6K	Hold	45	–	–	﹤0.01%	364
2019 Q2	$6K	Hold	45	–	–	﹤0.01%	379
2019 Q1	$6K	Hold	45	–	–	﹤0.01%	376
2018 Q4	$5K	Buy	+45	New	+$5.6K	﹤0.01%	376

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AllSquare Wealth Management's FDN Position: Q3 2025 in Review

AllSquare Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2025 at 45 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #366.

AllSquare Wealth Management first reported a position in FDN in Q4 2018 and has held it in 28 quarters since. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

AllSquare Wealth Management held 45 shares of First Trust Dow Jones Internet Index Fund ETF worth $12.6K as of Q3 2025.
AllSquare Wealth Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2025.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #366 holding.
AllSquare Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 28 quarters since.
570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.