Beacon Pointe Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Beacon Pointe 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	$4.58M	Buy	17,309 +8,881	+105%	+$2.34M	0.02%	534
2026 Q1	$1.97M	Buy	8,428 +1,087	+15%	+$271K	0.01%	741
2025 Q4	$1.98M	Buy	7,341 +34	+0.5%	+$9.32K	0.01%	610
2025 Q3	$2.04M	Sell	7,307 -63	-0.9%	-$17.3K	0.02%	544
2025 Q2	$1.98M	Sell	7,370 -330	-4%	-$79.3K	0.02%	484
2025 Q1	$1.71M	Buy	7,700 +47	+0.6%	+$11.6K	0.02%	496
2024 Q4	$1.86M	Hold	7,653	–	–	0.02%	475
2024 Q3	$1.62M	Sell	7,653 -319	-4%	-$64K	0.02%	510
2024 Q2	$1.63M	Buy	7,972 +300	+4%	+$60.2K	0.02%	524
2024 Q1	$1.57M	Sell	7,672 -467	-6%	-$92.1K	0.02%	549
2023 Q4	$1.52M	Sell	8,139 -1,038	-11%	-$174K	0.02%	549
2023 Q3	$1.46M	Buy	9,177 +397	+5%	+$66K	0.02%	527
2023 Q2	$1.43M	Sell	8,780 -519	-6%	-$77.9K	0.02%	440
2023 Q1	$1.37M	Sell	9,299 -83	-0.9%	-$11.5K	0.02%	476
2022 Q4	$1.16M	Sell	9,382 -563	-6%	-$71.5K	0.02%	476
2022 Q3	$1.25M	Sell	9,945 -5,051	-34%	-$704K	0.03%	417
2022 Q2	$1.9M	Sell	14,996 -2,452	-14%	-$366K	0.04%	337
2022 Q1	$3.28M	Buy	17,448 +1,076	+7%	+$205K	0.04%	336
2021 Q4	$3.7M	Buy	16,372 +35	+0.2%	+$8.29K	0.1%	176
2021 Q3	$3.85M	Sell	16,337 -543	-3%	-$133K	0.1%	197
2021 Q2	$4.13M	Buy	16,880 +70	+0.4%	+$16K	0.15%	136
2021 Q1	$3.67M	Buy	16,810 +615	+4%	+$137K	0.23%	89
2020 Q4	$3.43M	Sell	16,195 -25	-0.2%	-$5.06K	0.23%	91
2020 Q3	$3.06M	Sell	16,220 -717	-4%	-$132K	0.3%	73
2020 Q2	$2.89M	Buy	16,937 +40	+0.2%	+$6.1K	0.29%	81
2020 Q1	$2.09M	Buy	16,897 +11,216	+197%	+$1.56M	0.33%	64
2019 Q4	$794K	Sell	5,681 -375	-6%	-$50.6K	0.25%	90
2019 Q3	$815K	Sell	6,056 -21	-0.3%	-$2.97K	0.35%	68
2019 Q2	$874K	Buy	6,077 +21	+0.3%	+$3K	0.32%	80
2019 Q1	$844K	Sell	6,056 -80	-1%	-$10.7K	0.32%	81
2018 Q4	$716K	Buy	+6,136	New	+$763K	0.43%	66

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

Beacon Pointe Advisors's FDN Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 105% in Q2 2026, buying an estimated $2.34M and bringing the position to 17,309 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #534.

Beacon Pointe Advisors first reported a position in FDN in Q4 2018 and has held it in 31 quarters since. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Beacon Pointe Advisors held 17,309 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.58M as of Q2 2026.
Beacon Pointe Advisors bought 8,881 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.34M.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #534 holding.
Beacon Pointe Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 31 quarters since.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.