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MeadowBrook Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

MeadowBrook Investment Advisors’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
Q1 		$4.73M Sell
20,224
-93
-0.5% -$23.2K 4.19% 4
2025
Q4 		$5.47M Sell
20,317
-200
-1% -$54.8K 4.66% 4
2025
Q3 		$5.74M Sell
20,517
-15
-0.1% -$4.11K 4.93% 4
2025
Q2 		$5.53M Sell
20,532
-685
-3% -$165K 4.94% 2
2025
Q1 		$4.71M Sell
21,217
-295
-1% -$72.7K 4.4% 3
2024
Q4 		$5.23M Sell
21,512
-455
-2% -$106K 4.64% 2
2024
Q3 		$4.65M Sell
21,967
-225
-1% -$45.1K 4.2% 4
2024
Q2 		$4.55M Sell
22,192
-232
-1% -$46.6K 4.31% 4
2024
Q1 		$4.6M Sell
22,424
-915
-4% -$180K 4.28% 3
2023
Q4 		$4.35M Buy
+23,339
New +$3.9M 4.16% 4

Other funds holding FDN

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return