Consolidated Portfolio Review Corp’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Consolidated Portfolio Review Corp’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	-3,383	Closed	-$947K	–	158
2025 Q3	$947K	Buy	3,383 +2	+0.1%	+$548	0.12%	188
2025 Q2	$911K	Sell	3,381 -156	-4%	-$37.5K	0.13%	178
2025 Q1	$786K	Buy	3,537 +3	+0.1%	+$739	0.13%	180
2024 Q4	$859K	Sell	3,534 -48	-1%	-$11.2K	0.14%	171
2024 Q3	$759K	Sell	3,582 -430	-11%	-$86.3K	0.17%	150
2024 Q2	$822K	Buy	4,012 +2,839	+242%	+$570K	0.19%	138
2024 Q1	$241K	Sell	1,173 -6,363	-84%	-$1.26M	0.06%	237
2023 Q4	$1.41M	Sell	7,536 -2,781	-27%	-$465K	0.32%	83
2023 Q3	$1.65M	Hold	10,317	–	–	0.4%	73
2023 Q2	$1.68M	Buy	10,317 +135	+1%	+$20.3K	0.4%	71
2023 Q1	$1.51M	Buy	+10,182	New	+$1.41M	0.41%	65

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Consolidated Portfolio Review Corp's FDN Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2025, closing a stake of 3,383 shares — an estimated $947K sold.

Consolidated Portfolio Review Corp first reported a position in FDN in Q1 2023 and held it in 11 quarters. The position peaked at $1.68M in Q2 2023. 604 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 3,383 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $947K.
Consolidated Portfolio Review Corp first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.68M in Q2 2023.
604 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.