Balboa Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Balboa Wealth Partners’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 Q4	–	Sell	-1,050	Closed	-$294K	–	439
2025 Q3	$294K	Hold	1,050	–	–	0.05%	273
2025 Q2	$283K	Sell	1,050 -15	-1%	-$3.61K	0.06%	261
2025 Q1	$237K	Hold	1,065	–	–	0.06%	233
2024 Q4	$259K	Sell	1,065 -71	-6%	-$16.6K	0.06%	235
2024 Q3	$241K	Sell	1,136 -8	-0.7%	-$1.6K	0.06%	230
2024 Q2	$234K	Buy	+1,144	New	+$230K	0.06%	223

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's FDN Position: Q4 2025 in Review

Balboa Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2025, closing a stake of 1,050 shares — an estimated $294K sold.

Balboa Wealth Partners first reported a position in FDN in Q2 2024 and held it in 6 quarters. The position peaked at $294K in Q3 2025. 604 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

Balboa Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2025 after selling out during the quarter.
Balboa Wealth Partners sold 1,050 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $294K.
Balboa Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2024 and held it in 6 quarters.
Balboa Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $294K in Q3 2025.
604 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.