Bawa N Mallick Trust’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Bawa N Mallick Trust’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	$2.17M	Buy	8,200 +2,100	+34%	+$554K	0.7%	30
2026 Q1	$1.43M	Sell	6,100 -2,000	-25%	-$499K	0.58%	31
2025 Q4	$2.18M	Hold	8,100	–	–	0.81%	25
2025 Q3	$2.27M	Hold	8,100	–	–	0.86%	23
2025 Q2	$2.18M	Hold	8,100	–	–	0.9%	23
2025 Q1	$1.8M	Hold	8,100	–	–	0.85%	25
2024 Q4	$1.97M	Buy	+8,100	New	+$1.89M	0.86%	24

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 27.94% 1-Year Est. Return

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

Bawa N Mallick Trust's FDN Position: Q2 2026 in Review

Bawa N Mallick Trust increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 34% in Q2 2026, buying an estimated $554K and bringing the position to 8,200 shares worth $2.17M. The position accounts for 0.7% of the portfolio, ranked #30.

Bawa N Mallick Trust first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 581 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Bawa N Mallick Trust held 8,200 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.17M as of Q2 2026.
Bawa N Mallick Trust bought 2,100 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $554K.
First Trust Dow Jones Internet Index Fund ETF made up 0.7% of Bawa N Mallick Trust's portfolio in Q2 2026, its #30 holding.
Bawa N Mallick Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
Bawa N Mallick Trust's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.27M in Q3 2025.
581 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.