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Apella Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Apella Capital’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 		$278K Buy
1,022
+10
+1% +$2.64K ﹤0.01% 601
2026
Q1 		$266K Buy
+1,012
New +$252K ﹤0.01% 586

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Apella Capital's FDN Position: Q2 2026 in Review

Apella Capital increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.99% in Q2 2026, buying an estimated $2.64K and bringing the position to 1,022 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Apella Capital first reported a position in FDN in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Apella Capital held 1,022 shares of First Trust Dow Jones Internet Index Fund ETF worth $278K as of Q2 2026.
  • Apella Capital bought 10 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.64K.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #601 holding.
  • Apella Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.