Rooted Wealth Advisors’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	$2.6M	Sell	9,861 -1,290	-12%	-$322K	0.69%	34
2025 Q4	$2.77M	Buy	11,151 +1,704	+18%	+$467K	0.78%	29
2025 Q3	$2.63M	Buy	9,447 +302	+3%	+$82.8K	0.8%	27
2025 Q2	$2.41M	Buy	9,145 +61	+0.7%	+$14.7K	0.83%	27
2025 Q1	$1.82M	Sell	9,084 -74	-0.8%	-$18.2K	0.79%	25
2024 Q4	$2.25M	Buy	9,158 +284	+3%	+$66.4K	0.88%	27
2024 Q3	$1.88M	Buy	8,874 +1,580	+22%	+$317K	0.84%	25
2024 Q2	$1.45M	Buy	7,294 +422	+6%	+$84.7K	0.64%	32
2024 Q1	$1.4M	Buy	6,872 +117	+2%	+$23.1K	0.69%	31
2023 Q4	$1.34M	Buy	6,755 +249	+4%	+$41.6K	0.7%	32
2023 Q3	$1.08M	Sell	6,506 -2,756	-30%	-$458K	0.67%	32
2023 Q2	$1.52M	Sell	9,262 -952	-9%	-$143K	1.03%	25
2023 Q1	$1.49M	Buy	+10,214	New	+$1.41M	1.1%	26