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

Beacon Bridge 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 Q2	–	Sell	-1,802	Closed	-$400K	–	90
2025 Q1	$400K	Sell	1,802 -15	-0.8%	-$3.7K	0.17%	67
2024 Q4	$442K	Buy	1,817 +349	+24%	+$81.6K	0.19%	66
2024 Q3	$311K	Sell	1,468 -393	-21%	-$78.8K	0.13%	73
2024 Q2	$381K	Sell	1,861 -638	-26%	-$128K	0.18%	70
2024 Q1	$513K	Sell	2,499 -90	-3%	-$17.8K	0.24%	61
2023 Q4	$483K	Sell	2,589 -219	-8%	-$36.6K	0.24%	57
2023 Q3	$448K	Sell	2,808 -302	-10%	-$50.2K	0.24%	52
2023 Q2	$507K	Sell	3,110 -295	-9%	-$44.3K	0.26%	38
2023 Q1	$503K	Buy	3,405 +255	+8%	+$35.2K	0.3%	36
2022 Q4	$388K	Buy	+3,150	New	+$400K	0.28%	45

Other funds holding FDN

First Trust Advisors

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

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

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

Bank of America

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

Two Sigma Investments

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

Raymond James Financial

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

Royal Bank of Canada

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

Millennium Management

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