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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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return