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Stonegate Investment Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Stonegate Investment Group’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 		$208K Hold
743
– – ﹤0.01% 386
2025
Q2 		$200K Buy
+743
New +$179K 0.01% 387

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonegate Investment Group's FDN Position: Q3 2025 in Review

Stonegate Investment Group held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2025 at 743 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Stonegate Investment Group first reported a position in FDN in Q2 2025 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

  • Stonegate Investment Group held 743 shares of First Trust Dow Jones Internet Index Fund ETF worth $208K as of Q3 2025.
  • Stonegate Investment Group left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2025.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #386 holding.
  • Stonegate Investment Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2025 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.