Tyler-Stone Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$503K	Hold	1,868	–	–	0.08%	197
2025 Q1	$415K	Sell	1,868 -250	-12%	-$61.6K	0.07%	208
2024 Q4	$515K	Hold	2,118	–	–	0.09%	192
2024 Q3	$449K	Buy	2,118 +1,059	+100%	+$212K	0.08%	197
2024 Q2	$217K	Hold	1,059	–	–	0.09%	183
2024 Q1	$217K	Hold	1,059	–	–	0.1%	183
2023 Q4	$198K	Hold	1,059	–	–	0.1%	177
2023 Q3	$169K	Sell	1,059 -14	-1%	-$2.33K	0.1%	175
2023 Q2	$175K	Buy	+1,073	New	+$161K	0.1%	177
2022 Q4	$132K	Sell	1,073 -11	-1%	-$1.4K	0.09%	196
2022 Q3	$137K	Hold	1,084	–	–	0.1%	174
2022 Q2	$138K	Hold	1,084	–	–	0.09%	195
2022 Q1	$204K	Hold	1,084	–	–	0.11%	167
2021 Q4	$245K	Buy	+1,084	New	+$257K	0.13%	162

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tyler-Stone Wealth Management's FDN Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2025 at 1,868 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #197.

Tyler-Stone Wealth Management first reported a position in FDN in Q4 2021 and has held it in 14 quarters since. The position peaked at $515K in Q4 2024. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

Tyler-Stone Wealth Management held 1,868 shares of First Trust Dow Jones Internet Index Fund ETF worth $503K as of Q2 2025.
Tyler-Stone Wealth Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2025.
First Trust Dow Jones Internet Index Fund ETF made up 0.08% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #197 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $515K in Q4 2024.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.