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 Q3	$318K	Buy	1,077 +55	+5%	+$15.5K	﹤0.01%	614
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Apella Capital's FDN Position: Q3 2026 in Review

Apella Capital increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 5.4% in Q3 2026, buying an estimated $15.5K and bringing the position to 1,077 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Apella Capital first reported a position in FDN in Q1 2026 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Apella Capital held 1,077 shares of First Trust Dow Jones Internet Index Fund ETF worth $318K as of Q3 2026.
Apella Capital bought 55 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $15.5K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #614 holding.
Apella Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2026 and has held it in 3 quarters since.
155 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.