BOK Financial Private Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

BOK Financial Private Wealth’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	$19.9K	Hold	75	–	–	﹤0.01%	346
2026 Q1	$17.6K	Sell	75 -780	-91%	-$194K	﹤0.01%	321
2025 Q4	$230K	Buy	855 +655	+328%	+$180K	0.01%	174
2025 Q3	$56K	Hold	200	–	–	﹤0.01%	242
2025 Q2	$53.9K	Buy	+200	New	+$48.1K	﹤0.01%	243

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

BOK Financial Private Wealth's FDN Position: Q2 2026 in Review

BOK Financial Private Wealth held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 75 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

BOK Financial Private Wealth first reported a position in FDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

BOK Financial Private Wealth held 75 shares of First Trust Dow Jones Internet Index Fund ETF worth $19.9K as of Q2 2026.
BOK Financial Private Wealth 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 ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #346 holding.
BOK Financial Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2025 and has held it in 5 quarters since.
BOK Financial Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $230K in Q4 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.