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BBR Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

BBR Partners’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
Q1 		$281K Hold
1,200
– – 0.02% 208
2025
Q4 		$323K Hold
1,200
– – 0.02% 206
2025
Q3 		$336K Hold
1,200
– – 0.02% 197
2025
Q2 		$323K Hold
1,200
– – 0.02% 178
2025
Q1 		$267K Hold
1,200
– – 0.02% 187
2024
Q4 		$292K Buy
+1,200
New +$280K 0.02% 200

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BBR Partners's FDN Position: Q1 2026 in Review

BBR Partners held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 1,200 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #208.

BBR Partners first reported a position in FDN in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • BBR Partners held 1,200 shares of First Trust Dow Jones Internet Index Fund ETF worth $281K as of Q1 2026.
  • BBR Partners left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of BBR Partners's portfolio in Q1 2026, its #208 holding.
  • BBR Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 6 quarters since.
  • BBR Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $336K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.