GeoWealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-496	Closed	-$134K	–	914
2025 Q2	$134K	Buy	+496	New	+$119K	0.01%	753
2025 Q1	–	Sell	-420	Closed	-$102K	–	1301
2024 Q4	$102K	Sell	420 -2,578	-86%	-$602K	﹤0.01%	957
2024 Q3	$635K	Buy	2,998 +261	+10%	+$52.4K	0.02%	417
2024 Q2	$561K	Buy	2,737 +317	+13%	+$63.6K	0.02%	401
2024 Q1	$496K	Buy	2,420 +977	+68%	+$193K	0.02%	438
2023 Q4	$269K	Buy	+1,443	New	+$241K	0.02%	431

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's FDN Position: Q3 2025 in Review

GeoWealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2025, closing a stake of 496 shares — an estimated $134K sold.

GeoWealth Management first reported a position in FDN in Q4 2023 and held it in 6 quarters. The position peaked at $635K in Q3 2024. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

GeoWealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 496 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $134K.
GeoWealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and held it in 6 quarters.
GeoWealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $635K in Q3 2024.
570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.