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

Brass Tax 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	$5.13M	Sell	18,322 -912	-5%	-$250K	0.85%	23
2025 Q2	$5.18M	Sell	19,234 -360	-2%	-$86.5K	1%	22
2025 Q1	$4.35M	Sell	19,594 -1,205	-6%	-$297K	0.91%	25
2024 Q4	$5.06M	Sell	20,799 -176	-0.8%	-$41.1K	1.06%	23
2024 Q3	$4.44M	Sell	20,975 -500	-2%	-$100K	0.95%	25
2024 Q2	$4.4M	Sell	21,475 -216	-1%	-$43.4K	1.9%	12
2024 Q1	$4.45M	Buy	+21,691	New	+$4.28M	2.32%	11

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

Brass Tax Wealth Management's FDN Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.7% in Q3 2025, selling an estimated $250K and leaving 18,322 shares worth $5.13M. The position accounts for 0.85% of the portfolio, ranked #23.

Brass Tax Wealth Management first reported a position in FDN in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.18M in Q2 2025. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

Brass Tax Wealth Management held 18,322 shares of First Trust Dow Jones Internet Index Fund ETF worth $5.13M as of Q3 2025.
Brass Tax Wealth Management sold 912 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $250K.
First Trust Dow Jones Internet Index Fund ETF made up 0.85% of Brass Tax Wealth Management's portfolio in Q3 2025, its #23 holding.
Brass Tax Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $5.18M in Q2 2025.
570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.