Dale Q Rice Investment Management Ltd FDN — FIRST TRUST INTERNET INDEX CF ETF

Ownership history in Dale Q Rice Investment Management Ltd  ·  4 quarters on record

AI Ownership Summary

Dale Q Rice Investment Management Ltd reported FIRST TRUST INTERNET INDEX CF ETF (FDN) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows FDN at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dale Q Rice Investment Management Ltd's position in FIRST TRUST INTERNET INDEX CF ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDN was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dale Q Rice Investment Management Ltd held FDN — position size vs. price
% of Fund (quarterly)    FDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 786 — 0% 0.15% $212K 2026-01-30 $260.63
2025 Q3 UNCHANGED — — — 786 — 0% 0.16% $223K 2025-10-15 $279.51
2025 Q2 REDUCED 50.3% +5.3% ❌ 786 -794 -50.3% 0.17% $209K 2025-07-29 $270.11
2025 Q1 INITIATED — — — 1,580 — — 0.18% $351K 2025-04-22 $212.73

FAQ About Dale Q Rice Investment Management Ltd and FDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dale Q Rice Investment Management Ltd reported owning FDN?

Dale Q Rice Investment Management Ltd reported FDN across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FDN position in Dale Q Rice Investment Management Ltd's portfolio?

The largest reported portfolio weight for FDN was 0.18% in 2025 Q1.

What is the latest reported FDN position on this page?

The most recent filing on this page is 2025 Q4, when Dale Q Rice Investment Management Ltd reported 786 shares, equal to 0.15% of portfolio, with an estimated market value of $212K.

What does the chart on this FDN ownership page compare?

The chart compares Dale Q Rice Investment Management Ltd's quarterly FDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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