Matthew Hamilton Rosenberg’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$176K	Hold	611	–	–	0.03%	250
2026 Q2	$162K	Hold	611	–	–	0.03%	273
2026 Q1	$143K	Hold	611	–	–	0.03%	267
2025 Q4	$164K	Hold	611	–	–	0.03%	241
2025 Q3	$171K	Hold	611	–	–	0.04%	236
2025 Q2	$165K	Sell	611 -79	-11%	-$19K	0.04%	233
2025 Q1	$153K	Hold	690	–	–	0.04%	234
2024 Q4	$168K	Hold	690	–	–	0.04%	214
2024 Q3	$146K	Hold	690	–	–	0.04%	245
2024 Q2	$142K	Hold	690	–	–	0.04%	233
2024 Q1	$142K	Hold	690	–	–	0.04%	246
2023 Q4	$129K	Hold	690	–	–	0.04%	254
2023 Q3	$110K	Hold	690	–	–	0.04%	263
2023 Q2	$112K	Hold	690	–	–	0.04%	272
2023 Q1	$102K	Hold	690	–	–	0.03%	307
2022 Q4	$85K	Hold	690	–	–	0.03%	344
2022 Q3	$87K	Hold	690	–	–	0.03%	316
2022 Q2	$89K	Sell	690 -24	-3%	-$3.59K	0.03%	322
2022 Q1	$134K	Buy	714 +24	+3%	+$4.57K	0.05%	261
2021 Q4	$156K	Hold	690	–	–	0.06%	231
2021 Q3	$163K	Hold	690	–	–	0.06%	199
2021 Q2	$169K	Hold	690	–	–	0.09%	163
2021 Q1	$150K	Hold	690	–	–	0.09%	170
2020 Q4	$146K	Hold	690	–	–	0.09%	156
2020 Q3	$130K	Hold	690	–	–	0.1%	143
2020 Q2	$118K	Hold	690	–	–	0.09%	153
2020 Q1	$86K	Buy	+690	New	+$95.7K	0.09%	153

Other funds holding FDN

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

ECM

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's FDN Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 611 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #250.

Matthew Hamilton Rosenberg first reported a position in FDN in Q1 2020 and has held it in 27 quarters since. 32 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Matthew Hamilton Rosenberg held 611 shares of First Trust Dow Jones Internet Index Fund ETF worth $176K as of Q3 2026.
Matthew Hamilton Rosenberg left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #250 holding.
Matthew Hamilton Rosenberg first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and has held it in 27 quarters since.
32 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.