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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Tompkins Financial's FDN Position: Q4 2024 in Review

Tompkins Financial sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2024, closing a stake of 100 shares — an estimated $21.2K sold.

Tompkins Financial first reported a position in FDN in Q3 2022 and held it in 9 quarters. The position peaked at $21.2K in Q3 2024. 585 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

Tompkins Financial reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 100 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $21.2K.
Tompkins Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and held it in 9 quarters.
Tompkins Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $21.2K in Q3 2024.
585 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.