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

Congress 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 Q2	$566K	Buy	+2,103	New	+$506K	0.01%	881

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

Congress Wealth Management's FDN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025: 2,103 shares worth $566K. The stake represents 0.01% of the portfolio and ranks #881 among its holdings.

588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

Congress Wealth Management held 2,103 shares of First Trust Dow Jones Internet Index Fund ETF worth $566K as of Q2 2025.
First Trust Dow Jones Internet Index Fund ETF was a new Congress Wealth Management position in Q2 2025.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #881 holding.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.