Annex Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Annex Advisory Services’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 Q2	$310K	Buy	1,171 +105	+10%	+$27.7K	0.01%	299
2026 Q1	$249K	Hold	1,066	–	–	﹤0.01%	326
2025 Q4	$287K	Sell	1,066 -256	-19%	-$70.2K	0.01%	291
2025 Q3	$370K	Sell	1,322 -1,057	-44%	-$290K	0.01%	243
2025 Q2	$641K	Hold	2,379	–	–	0.02%	196
2025 Q1	$528K	Hold	2,379	–	–	0.02%	207
2024 Q4	$579K	Buy	2,379 +1,008	+74%	+$236K	0.02%	199
2024 Q3	$290K	Buy	1,371 +305	+29%	+$61.2K	0.01%	233
2024 Q2	$218K	Buy	1,066 +30	+3%	+$6.02K	0.01%	260
2024 Q1	$212K	Sell	1,036 -400	-28%	-$78.9K	0.01%	265
2023 Q4	$268K	Buy	+1,436	New	+$240K	0.01%	226
2022 Q1	–	Sell	-934	Closed	-$211K	–	256
2021 Q4	$211K	Buy	+934	New	+$221K	0.01%	233

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Annex Advisory Services's FDN Position: Q2 2026 in Review

Annex Advisory Services increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 9.8% in Q2 2026, buying an estimated $27.7K and bringing the position to 1,171 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #299.

Annex Advisory Services first reported a position in FDN in Q4 2021 and has held it in 12 quarters since. The position peaked at $641K in Q2 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Annex Advisory Services held 1,171 shares of First Trust Dow Jones Internet Index Fund ETF worth $310K as of Q2 2026.
Annex Advisory Services bought 105 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $27.7K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #299 holding.
Annex Advisory Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 12 quarters since.
Annex Advisory Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $641K in Q2 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.