Dale Q Rice Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Dale Q Rice Investment 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
2026 Q1	–	Sell	-786	Closed	-$212K	–	69
2025 Q4	$212K	Hold	786	–	–	0.15%	64
2025 Q3	$223K	Hold	786	–	–	0.16%	66
2025 Q2	$209K	Sell	786 -794	-50%	-$191K	0.17%	66
2025 Q1	$351K	Buy	+1,580	New	+$389K	0.18%	63

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 22.96% 1-Year Est. Return

Dale Q Rice Investment Management's FDN Position: Q1 2026 in Review

Dale Q Rice Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 786 shares — an estimated $212K sold.

Dale Q Rice Investment Management first reported a position in FDN in Q1 2025 and held it in 4 quarters. The position peaked at $351K in Q1 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Dale Q Rice Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Dale Q Rice Investment Management sold 786 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $212K.
Dale Q Rice Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and held it in 4 quarters.
Dale Q Rice Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $351K in Q1 2025.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q1 2026, filed 8 May 2026.