Concord Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Concord Wealth Partners’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	$9.79K	Buy	+37	New	+$9.77K	﹤0.01%	576
2026 Q1	–	Sell	-37	Closed	-$9.96K	–	393
2025 Q4	$9.96K	Hold	37	–	–	﹤0.01%	541
2025 Q3	$10.4K	Hold	37	–	–	﹤0.01%	536
2025 Q2	$9.96K	Hold	37	–	–	﹤0.01%	545
2025 Q1	$8.22K	Hold	37	–	–	﹤0.01%	526
2024 Q4	$9K	Hold	37	–	–	﹤0.01%	538
2024 Q3	$7.84K	Sell	37 -3	-8%	-$602	﹤0.01%	582
2024 Q2	$8.2K	Hold	40	–	–	﹤0.01%	531
2024 Q1	$8.2K	Hold	40	–	–	﹤0.01%	591
2023 Q4	$7.46K	Sell	40 -38	-49%	-$6.35K	﹤0.01%	595
2023 Q3	$12.4K	Sell	78 -20	-20%	-$3.32K	﹤0.01%	584
2023 Q2	$16K	Sell	98 -5	-5%	-$751	﹤0.01%	539
2023 Q1	$15.2K	Hold	103	–	–	﹤0.01%	533
2022 Q4	$12.7K	Buy	+103	New	+$13.1K	﹤0.01%	602
2022 Q3	–	Sell	-103	Closed	-$13K	–	485
2022 Q2	$13K	Sell	103 -115	-53%	-$17.2K	﹤0.01%	628
2022 Q1	$41K	Sell	218 -48	-18%	-$9.14K	0.01%	474
2021 Q4	$60K	Buy	266 +201	+309%	+$47.6K	0.01%	424
2021 Q3	$15K	Sell	65 -53	-45%	-$13K	0.01%	418
2021 Q2	$29K	Sell	118 -97	-45%	-$22.2K	0.01%	433
2021 Q1	$47K	Buy	215 +180	+514%	+$40K	0.02%	349
2020 Q4	$7K	Buy	+35	New	+$7.08K	0.01%	387

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

Concord Wealth Partners's FDN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 37 shares worth $9.79K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FDN as recently as Q4 2025.

Concord Wealth Partners first reported a position in FDN in Q4 2020 and has held it in 21 quarters since. The position peaked at $60K in Q4 2021. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Concord Wealth Partners held 37 shares of First Trust Dow Jones Internet Index Fund ETF worth $9.79K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Concord Wealth Partners position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #576 holding.
Concord Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $60K in Q4 2021.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.