Shade Tree Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Shade Tree 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 Q3	$577K	Buy	+2,000	New	+$565K	0.31%	33

Other funds holding FDN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Shade Tree Advisors's FDN Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2026: 2,000 shares worth $577K. The stake represents 0.31% of the portfolio and ranks #33 among its holdings.

196 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Shade Tree Advisors held 2,000 shares of First Trust Dow Jones Internet Index Fund ETF worth $577K as of Q3 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Shade Tree Advisors position in Q3 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.31% of Shade Tree Advisors's portfolio in Q3 2026, its #33 holding.
196 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.