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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	6,226 +861	+16%	+$215K	0.51%	60
2025 Q4	$1.44M	Sell	5,365 -53	-1%	-$14.5K	0.52%	61
2025 Q3	$1.52M	Sell	5,418 -99	-2%	-$27.1K	0.61%	54
2025 Q2	$1.49M	Sell	5,517 -592	-10%	-$142K	0.68%	49
2025 Q1	$1.36M	Sell	6,109 -4,702	-43%	-$1.16M	0.62%	59
2024 Q4	$2.63M	Buy	10,811 +186	+2%	+$43.5K	1.2%	21
2024 Q3	$2.25M	Buy	10,625 +1,017	+11%	+$204K	1.1%	19
2024 Q2	$1.97M	Sell	9,608 -2,604	-21%	-$523K	1.08%	24
2024 Q1	$2.45M	Buy	12,212 +4,504	+58%	+$888K	1.5%	14
2023 Q4	$1.44M	Buy	7,708 +1,182	+18%	+$198K	0.93%	35
2023 Q3	$1.04M	Buy	+6,526	New	+$1.08M	0.72%	46
2023 Q2	–	Sell	-6,565	Closed	-$986K	–	161
2023 Q1	$945K	Buy	6,565 +3,891	+146%	+$537K	0.79%	42
2022 Q4	$329K	Buy	+2,674	New	+$340K	0.34%	77