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

Aspen Capital Management’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	$345K	Buy	1,305 +100	+8%	+$26.4K	0.08%	62
2026 Q1	$282K	Hold	1,205	–	–	0.07%	61
2025 Q4	$324K	Hold	1,205	–	–	0.08%	59
2025 Q3	$337K	Hold	1,205	–	–	0.09%	54
2025 Q2	$325K	Hold	1,205	–	–	0.09%	53
2025 Q1	$268K	Buy	+1,205	New	+$297K	0.09%	50

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

Aspen Capital Management's FDN Position: Q2 2026 in Review

Aspen Capital Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 8.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,305 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #62.

Aspen Capital Management first reported a position in FDN in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Aspen Capital Management held 1,305 shares of First Trust Dow Jones Internet Index Fund ETF worth $345K as of Q2 2026.
Aspen Capital Management bought 100 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $26.4K.
First Trust Dow Jones Internet Index Fund ETF made up 0.08% of Aspen Capital Management's portfolio in Q2 2026, its #62 holding.
Aspen Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.