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 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

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

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

Two Sigma Investments New York $138B AUM 41.87% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Beacon Bridge Wealth Partners's FDN Position: Q2 2025 in Review

Beacon Bridge Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025, closing a stake of 1,802 shares — an estimated $400K sold.

Beacon Bridge Wealth Partners first reported a position in FDN in Q4 2022 and held it in 10 quarters. The position peaked at $513K in Q1 2024. 589 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

Beacon Bridge Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2025 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 1,802 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $400K.
Beacon Bridge Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and held it in 10 quarters.
Beacon Bridge Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $513K in Q1 2024.
589 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.