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FDN
Upturn stock ratingUpturn stock rating

First Trust Dow Jones Internet Index Fund (FDN)

Upturn stock ratingUpturn stock rating
$231.08
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

03/27/2025: FDN (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

AI Based Fundamental Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 7.37%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 492216
Beta 1.22
52 Weeks Range 177.20 - 267.81
Updated Date 03/28/2025
52 Weeks Range 177.20 - 267.81
Updated Date 03/28/2025

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First Trust Dow Jones Internet Index Fund

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ETF Overview

Overview

The First Trust Dow Jones Internet Index Fund (FDN) seeks investment results that correspond generally to the price and yield of the Dow Jones Internet Composite Index. It focuses on internet-related companies, providing exposure to a sector-specific investment strategy. Asset allocation is primarily in equities. It aims to capture the performance of leading internet companies.

Reputation and Reliability

First Trust is a well-established ETF provider known for innovation and specialized investment strategies.

Management Expertise

First Trust has a dedicated team with expertise in managing sector-specific ETFs.

Investment Objective

Goal

To track the investment results of the Dow Jones Internet Composite Index.

Investment Approach and Strategy

Strategy: Tracks a specific index, the Dow Jones Internet Composite Index.

Composition Primarily holds stocks of internet-related companies.

Market Position

Market Share: FDN holds a substantial, but not dominant, market share within the internet ETF sector.

Total Net Assets (AUM): 6980000000

Competitors

Key Competitors

  • ARKW
  • QQQ
  • XLK
  • IGV

Competitive Landscape

The internet ETF industry is competitive with several large players. FDN benefits from a focused internet strategy. Competitors such as QQQ has a larger market share due to it not being just limited to internet companies. FDN's narrow focus can lead to higher concentration risk, while broader tech ETFs offer more diversification but less pure-play internet exposure.

Financial Performance

Historical Performance: Historical performance data unavailable in this structured data response.

Benchmark Comparison: Benchmark comparison data unavailable in this structured data response.

Expense Ratio: 0.0518

Liquidity

Average Trading Volume

FDN exhibits reasonable liquidity, making it relatively easy to buy and sell shares.

Bid-Ask Spread

The bid-ask spread for FDN is generally tight, indicating efficient trading.

Market Dynamics

Market Environment Factors

Economic growth, interest rate changes, technological innovation, and regulatory changes all impact FDN.

Growth Trajectory

The growth trajectory of FDN is tied to the overall health and growth of the internet sector; holding adjustments are made to maintain alignment with the index.

Moat and Competitive Advantages

Competitive Edge

FDN benefits from a long track record and brand recognition within the internet ETF space. Its focus on the Dow Jones Internet Composite Index provides a well-known benchmark. The ETF's experienced management team at First Trust and relatively low expense ratio can attract investors. However, it faces competition from broader technology ETFs and other internet-focused funds.

Risk Analysis

Volatility

FDN's volatility is generally high given its sector-specific concentration.

Market Risk

FDN is subject to market risk associated with the internet sector, including changing consumer preferences, technological disruptions, and regulatory scrutiny.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking targeted exposure to the internet sector and is comfortable with higher volatility.

Market Risk

FDN is suitable for long-term investors seeking growth within the internet sector, but less suitable for risk-averse investors seeking broad market diversification.

Summary

First Trust Dow Jones Internet Index Fund (FDN) offers targeted exposure to the internet sector by tracking the Dow Jones Internet Composite Index. It's managed by First Trust and has a low expense ratio. Given its sector-specific focus, it has higher volatility compared to broad market ETFs. FDN is suitable for investors seeking long-term growth in the internet sector and tolerating a high degree of risk. However, its narrow focus limits diversification.

Similar Companies

  • ARKW
  • QQQ
  • XLK
  • IGV
  • XLC
  • FIVG

Sources and Disclaimers

Data Sources:

  • First Trust website
  • ETF.com
  • Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About First Trust Dow Jones Internet Index Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to measure the performance of the largest and most actively traded securities issued by U.S. companies in the Internet industry. The index is a composite of its two sub-indices, the Dow Jones Internet Commerce Index and the Dow Jones Internet Services Index. It is non-diversified.

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