Belpointe Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Belpointe Asset Management’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	$401K	Buy	1,516 +37	+3%	+$9.77K	0.01%	794
2026 Q1	$346K	Hold	1,479	–	–	0.01%	814
2025 Q4	$398K	Buy	1,479 +136	+10%	+$37.3K	0.01%	731
2025 Q3	$376K	Buy	1,343 +19	+1%	+$5.21K	0.01%	721
2025 Q2	$357K	Hold	1,324	–	–	0.01%	699
2025 Q1	$294K	Sell	1,324 -210	-14%	-$51.8K	0.02%	733
2024 Q4	$311K	Hold	1,534	–	–	0.02%	641
2024 Q3	$325K	Buy	+1,534	New	+$308K	0.02%	641
2023 Q2	–	Sell	-2,055	Closed	-$304K	–	1483
2023 Q1	$304K	Sell	2,055 -1,198	-37%	-$165K	0.02%	746
2022 Q4	$401K	Buy	3,253 +1,160	+55%	+$147K	0.02%	629
2022 Q3	$264K	Buy	2,093 +830	+66%	+$116K	0.02%	731
2022 Q2	$160K	Sell	1,263 -228	-15%	-$34.1K	0.01%	912
2022 Q1	$281K	Sell	1,491 -234	-14%	-$44.6K	0.02%	758
2021 Q4	$390K	Buy	1,725 +389	+29%	+$92.1K	0.02%	606
2021 Q3	$315K	Buy	1,336 +7	+0.5%	+$1.71K	0.02%	662
2021 Q2	$325K	Sell	1,329 -39	-3%	-$8.92K	0.02%	643
2021 Q1	$298K	Buy	1,368 +125	+10%	+$27.8K	0.03%	606
2020 Q4	$264K	Sell	1,243 -88	-7%	-$17.8K	0.02%	611
2020 Q3	$251K	Buy	1,331 +12	+0.9%	+$2.21K	0.03%	492
2020 Q2	$224K	Buy	1,319 +474	+56%	+$72.3K	0.03%	491
2020 Q1	$105K	Sell	845 -169	-17%	-$23.4K	0.02%	599
2019 Q4	$142K	Sell	1,014 -648	-39%	-$87.5K	0.02%	650
2019 Q3	$224K	Hold	1,662	–	–	0.04%	447
2019 Q2	$239K	Buy	+1,662	New	+$237K	0.05%	372
2018 Q4	–	Sell	-4,037	Closed	-$592K	–	541
2018 Q3	$592K	Buy	4,037 +1,494	+59%	+$212K	0.09%	211
2018 Q2	$350K	Buy	2,543 +69	+3%	+$9.04K	0.1%	230
2018 Q1	$298K	Buy	2,474 +87	+4%	+$10.5K	0.09%	252
2017 Q4	$262K	Buy	+2,387	New	+$257K	0.06%	363

Other funds holding FDN

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Belpointe Asset Management's FDN Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.5% in Q2 2026, buying an estimated $9.77K and bringing the position to 1,516 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #794.

Belpointe Asset Management first reported a position in FDN in Q4 2017 and has held it in 28 quarters since. The position peaked at $592K in Q3 2018. 273 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Belpointe Asset Management held 1,516 shares of First Trust Dow Jones Internet Index Fund ETF worth $401K as of Q2 2026.
Belpointe Asset Management bought 37 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $9.77K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #794 holding.
Belpointe Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and has held it in 28 quarters since.
Belpointe Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $592K in Q3 2018.
273 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.