Cyndeo Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cyndeo 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
2026 Q1	–	Sell	-6,402	Closed	-$1.72M	–	489
2025 Q4	$1.72M	Sell	6,402 -177	-3%	-$48.5K	0.09%	182
2025 Q3	$1.84M	Sell	6,579 -263	-4%	-$72.1K	0.1%	174
2025 Q2	$1.84M	Sell	6,842 -447	-6%	-$107K	0.11%	169
2025 Q1	$1.62M	Sell	7,289 -1,199	-14%	-$296K	0.11%	180
2024 Q4	$2.06M	Sell	8,488 -1,460	-15%	-$341K	0.14%	156
2024 Q3	$2.11M	Buy	9,948 +463	+5%	+$92.9K	0.15%	161
2024 Q2	$1.94M	Buy	+9,485	New	+$1.9M	0.15%	161

Other funds holding FDN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cyndeo Wealth Partners's FDN Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 6,402 shares — an estimated $1.72M sold.

Cyndeo Wealth Partners first reported a position in FDN in Q2 2024 and held it in 7 quarters. The position peaked at $2.11M in Q3 2024. 556 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Cyndeo Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 6,402 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $1.72M.
Cyndeo Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2024 and held it in 7 quarters.
Cyndeo Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.11M in Q3 2024.
556 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.