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

Marks 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
2025 Q3	–	Sell	-126,539	Closed	-$34.1M	–	26
2025 Q2	$34.1M	Buy	+126,539	New	+$30.4M	11.05%	5
2025 Q1	–	Sell	-138,648	Closed	-$33.7M	–	17
2024 Q4	$33.7M	Buy	+138,648	New	+$32.4M	16.23%	2
2021 Q1	–	Sell	-65,518	Closed	-$13.9M	–	42
2020 Q4	$13.9M	Buy	+65,518	New	+$13.3M	4.82%	10

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

Marks Wealth's FDN Position: Q3 2025 in Review

Marks Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2025, closing a stake of 126,539 shares — an estimated $34.1M sold.

Marks Wealth first reported a position in FDN in Q4 2020 and held it in 3 quarters. The position peaked at $34.1M in Q2 2025. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

Marks Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2025 after selling out during the quarter.
Marks Wealth sold 126,539 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $34.1M.
Marks Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 3 quarters.
Marks Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $34.1M in Q2 2025.
570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on Marks Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.