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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
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

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BOK Financial Private Wealth's FDN Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 91% in Q1 2026, selling an estimated $194K and leaving 75 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

BOK Financial Private Wealth first reported a position in FDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • BOK Financial Private Wealth held 75 shares of First Trust Dow Jones Internet Index Fund ETF worth $17.6K as of Q1 2026.
  • BOK Financial Private Wealth sold 780 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $194K.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #321 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 4 quarters since.
  • BOK Financial Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $230K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.