TradeWell Securities’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

TradeWell Securities’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	$2.62M	Buy	9,092 +353	+4%	+$100K	0.89%	18
2026 Q2	$2.31M	Buy	8,739 +600	+7%	+$158K	0.83%	19
2026 Q1	$1.9M	Buy	8,139 +1,002	+14%	+$250K	0.8%	19
2025 Q4	$1.92M	Buy	7,137 +245	+4%	+$67.2K	0.75%	19
2025 Q3	$1.92M	Buy	6,892 +402	+6%	+$110K	0.81%	18
2025 Q2	$1.75M	Buy	6,490 +126	+2%	+$30.3K	0.84%	17
2025 Q1	$1.41M	Buy	6,364 +227	+4%	+$56K	0.78%	16
2024 Q4	$1.49M	Buy	+6,137	New	+$1.43M	0.77%	14

Other funds holding FDN

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

TradeWell Securities's FDN Position: Q3 2026 in Review

TradeWell Securities increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4% in Q3 2026, buying an estimated $100K and bringing the position to 9,092 shares worth $2.62M. The position accounts for 0.89% of the portfolio, ranked #18.

TradeWell Securities first reported a position in FDN in Q4 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

TradeWell Securities held 9,092 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.62M as of Q3 2026.
TradeWell Securities bought 353 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $100K.
First Trust Dow Jones Internet Index Fund ETF made up 0.89% of TradeWell Securities's portfolio in Q3 2026, its #18 holding.
TradeWell Securities first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 8 quarters since.
246 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.