BlueChip Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

BlueChip Wealth Advisors’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	-1,064	Closed	-$298K	–	160
2025 Q3	$298K	Sell	1,064 -465	-30%	-$127K	0.13%	116
2025 Q2	$412K	Hold	1,529	–	–	0.18%	98
2025 Q1	$340K	Sell	1,529 -176	-10%	-$43.4K	0.17%	108
2024 Q4	$415K	Buy	1,705 +279	+20%	+$65.2K	0.23%	82
2024 Q3	$302K	Hold	1,426	–	–	0.16%	118
2024 Q2	$292K	Sell	1,426 -70	-5%	-$14.1K	0.17%	104
2024 Q1	$307K	Buy	1,496 +141	+10%	+$27.8K	0.2%	93
2023 Q4	$253K	Buy	+1,355	New	+$226K	0.18%	101

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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return