Tompkins Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Tompkins Financial’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
2024 Q4	–	Sell	-100	Closed	-$21.2K	–	552
2024 Q3	$21.2K	Hold	100	–	–	﹤0.01%	416
2024 Q2	$20.5K	Hold	100	–	–	﹤0.01%	434
2024 Q1	$20.5K	Hold	100	–	–	﹤0.01%	427
2023 Q4	$18.7K	Hold	100	–	–	﹤0.01%	431
2023 Q3	$16K	Hold	100	–	–	﹤0.01%	424
2023 Q2	$16.3K	Hold	100	–	–	﹤0.01%	432
2023 Q1	$14.8K	Hold	100	–	–	﹤0.01%	452
2022 Q4	$12K	Hold	100	–	–	﹤0.01%	463
2022 Q3	$13K	Buy	+100	New	+$13.9K	﹤0.01%	455

Other funds holding FDN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return