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First Trust DJ Internet Index Fund shares owned by Forum Financial Management

Quarter-by-quarter ownership of First Trust DJ Internet Index Fund (FDN) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in First Trust DJ Internet Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust DJ Internet Index Fund held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DJ Internet Index Fund by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 905 234.03
2025-12-31 $244k 905 269.18
2025-09-30 $253k 905 279.84
2025-06-30 $244k 905 269.33
2025-03-31 $201k 905 222.15
2024-12-31 $220k 905 243.17

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Dimensional Etf Trust Global Real Est (DFGR)
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Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding First Trust DJ Internet Index Fund

Citigroup
Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
Bnp Paribas Arbitrage, Snc
UBS Group
Royal Bank of Canada
Envestnet Asset Management
CI Private Wealth
Branch Banking & Trust Company
Ameriprise Financial
Susquehanna International
Stifel Financial

View all funds holding First Trust DJ Internet Index Fund