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 Q2	$165K	Hold	622	–	–	0.05%	168
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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fourth Dimension Wealth's FDN Position: Q2 2026 in Review

Fourth Dimension Wealth held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 622 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #168.

Fourth Dimension Wealth first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $193K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Fourth Dimension Wealth held 622 shares of First Trust Dow Jones Internet Index Fund ETF worth $165K as of Q2 2026.
Fourth Dimension Wealth left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Fourth Dimension Wealth's portfolio in Q2 2026, its #168 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 7 quarters since.
Fourth Dimension Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $193K in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.