Baltimore-Washington Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Baltimore-Washington Financial Advisors’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	$234K	Hold	884	–	–	0.01%	194
2026 Q1	$207K	Hold	884	–	–	0.01%	181
2025 Q4	$238K	Hold	884	–	–	0.01%	177
2025 Q3	$247K	Hold	884	–	–	0.01%	163
2025 Q2	$238K	Buy	+884	New	+$213K	0.01%	153
2025 Q1	–	Sell	-884	Closed	-$215K	–	159
2024 Q4	$215K	Buy	+884	New	+$207K	0.01%	145

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors's FDN Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 884 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #194.

Baltimore-Washington Financial Advisors first reported a position in FDN in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Baltimore-Washington Financial Advisors held 884 shares of First Trust Dow Jones Internet Index Fund ETF worth $234K as of Q2 2026.
Baltimore-Washington Financial Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #194 holding.
Baltimore-Washington Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 6 quarters since.
Baltimore-Washington Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $247K in Q3 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.