Blue Trust Inc’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Blue Trust Inc’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	$1.85K	Sell	7 -7	-50%	-$1.85K	﹤0.01%	2197
2026 Q1	$3.28K	Hold	14	–	–	﹤0.01%	2063
2025 Q4	$3.77K	Hold	14	–	–	﹤0.01%	2042
2025 Q3	$3.92K	Hold	14	–	–	﹤0.01%	2037
2025 Q2	$3.77K	Sell	14 -21	-60%	-$5.05K	﹤0.01%	2044
2025 Q1	$7.78K	Sell	35 -9	-20%	-$2.22K	﹤0.01%	2002
2024 Q4	$10.7K	Sell	44 -977	-96%	-$228K	﹤0.01%	1812
2024 Q3	$209K	Buy	+1,021	New	+$205K	﹤0.01%	834
2023 Q2	–	Sell	-6	Closed	-$1K	–	2176
2023 Q1	$1K	Sell	6 -150	-96%	-$20.7K	﹤0.01%	2144
2022 Q4	$20K	Sell	156 -67	-30%	-$8.51K	﹤0.01%	1294
2022 Q3	$28K	Sell	223 -215	-49%	-$30K	﹤0.01%	951
2022 Q2	$82K	Buy	+438	New	+$65.5K	﹤0.01%	553

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

Blue Trust Inc's FDN Position: Q2 2026 in Review

Blue Trust Inc reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 50% in Q2 2026, selling an estimated $1.85K and leaving 7 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Blue Trust Inc first reported a position in FDN in Q2 2022 and has held it in 12 quarters since. The position peaked at $209K in Q3 2024. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Blue Trust Inc held 7 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.85K as of Q2 2026.
Blue Trust Inc sold 7 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.85K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2197 holding.
Blue Trust Inc first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and has held it in 12 quarters since.
Blue Trust Inc's First Trust Dow Jones Internet Index Fund ETF position peaked at $209K in Q3 2024.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.