Bedel Financial Consulting’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Bedel Financial Consulting’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	$298K	Hold	1,125	–	–	0.03%	244
2026 Q1	$263K	Sell	1,125 -3,750	-77%	-$935K	0.03%	244
2025 Q4	$1.31M	Hold	4,875	–	–	0.14%	83
2025 Q3	$1.36M	Hold	4,875	–	–	0.17%	82
2025 Q2	$1.31M	Hold	4,875	–	–	0.18%	77
2025 Q1	$1.15M	Hold	4,875	–	–	0.17%	82
2024 Q4	$1.29M	Hold	4,875	–	–	0.18%	79
2024 Q3	$1.03M	Sell	4,875 -24	-0.5%	-$4.82K	0.15%	82
2024 Q2	$1M	Buy	4,899 +24	+0.5%	+$4.82K	0.15%	79
2024 Q1	$1,000K	Hold	4,875	–	–	0.16%	76
2023 Q4	$909K	Hold	4,875	–	–	0.17%	77
2023 Q3	$778K	Hold	4,875	–	–	0.16%	77
2023 Q2	$795K	Hold	4,875	–	–	0.17%	78
2023 Q1	$721K	Hold	4,875	–	–	0.18%	81
2022 Q4	$600K	Hold	4,875	–	–	0.15%	91
2022 Q3	$578K	Hold	4,875	–	–	0.15%	89
2022 Q2	$619K	Hold	4,875	–	–	0.18%	75
2022 Q1	$916K	Hold	4,875	–	–	0.29%	52
2021 Q4	$1.1M	Hold	4,875	–	–	0.34%	45
2021 Q3	$1.15M	Hold	4,875	–	–	0.39%	35
2021 Q2	$1.19M	Hold	4,875	–	–	0.42%	32
2021 Q1	$1.06M	Hold	4,875	–	–	0.41%	32
2020 Q4	$1.03M	Hold	4,875	–	–	0.46%	30
2020 Q3	$918K	Hold	4,875	–	–	0.46%	32
2020 Q2	$831K	Sell	4,875 -1,400	-22%	-$214K	0.45%	32
2020 Q1	$776K	Sell	6,275 -2,800	-31%	-$388K	0.51%	26
2019 Q4	$1.26M	Hold	9,075	–	–	0.72%	19
2019 Q3	$1.22M	Hold	9,075	–	–	0.74%	22
2019 Q2	$1.3M	Hold	9,075	–	–	0.79%	19
2019 Q1	$1.26M	Hold	9,075	–	–	0.8%	19
2018 Q4	$1.06M	Hold	9,075	–	–	0.76%	20
2018 Q3	$1.19M	Hold	9,075	–	–	0.8%	18
2018 Q2	$1.25M	Hold	9,075	–	–	0.92%	18
2018 Q1	$1.09M	Hold	9,075	–	–	0.83%	22
2017 Q4	$997K	Buy	+9,075	New	+$975K	0.9%	22

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

Bedel Financial Consulting's FDN Position: Q2 2026 in Review

Bedel Financial Consulting held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,125 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #244.

Bedel Financial Consulting first reported a position in FDN in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.36M in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Bedel Financial Consulting held 1,125 shares of First Trust Dow Jones Internet Index Fund ETF worth $298K as of Q2 2026.
Bedel Financial Consulting 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 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #244 holding.
Bedel Financial Consulting first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and has held it in 35 quarters since.
Bedel Financial Consulting's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.36M 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 Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.