FDW
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Fourth Dimension Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Fourth Dimension Wealth’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 		$146K Sell
622
-69
-10% -$17.2K 0.06% 154
2025
Q4 		$186K Hold
691
– – 0.07% 140
2025
Q3 		$193K Hold
691
– – 0.07% 134
2025
Q2 		$186K Hold
691
– – 0.08% 132
2025
Q1 		$154K Hold
691
– – 0.07% 122
2024
Q4 		$168K Buy
+691
New +$161K 0.09% 114

Other funds holding FDN

Citigroup
Citigroup New York $235B 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $206B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fourth Dimension Wealth's FDN Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 10% in Q1 2026, selling an estimated $17.2K and leaving 622 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #154.

Fourth Dimension Wealth first reported a position in FDN in Q4 2024 and has held it in 6 quarters since. The position peaked at $193K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Fourth Dimension Wealth held 622 shares of First Trust Dow Jones Internet Index Fund ETF worth $146K as of Q1 2026.
  • Fourth Dimension Wealth sold 69 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $17.2K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Fourth Dimension Wealth's portfolio in Q1 2026, its #154 holding.
  • Fourth Dimension Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $193K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.