Coston McIsaac & Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Coston McIsaac & 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	–	Sell	-23	Closed	-$5K	–	870
2026 Q1	$5K	Hold	23	–	–	﹤0.01%	673
2025 Q4	$6K	Hold	23	–	–	﹤0.01%	638
2025 Q3	$6K	Hold	23	–	–	﹤0.01%	613
2025 Q2	$6K	Hold	23	–	–	﹤0.01%	591
2025 Q1	$5K	Hold	23	–	–	﹤0.01%	589
2024 Q4	$5K	Hold	23	–	–	﹤0.01%	576
2024 Q3	$4K	Hold	23	–	–	﹤0.01%	622
2024 Q2	$4K	Sell	23 -1	-4%	-$201	﹤0.01%	590
2024 Q1	$4K	Hold	24	–	–	﹤0.01%	589
2023 Q4	$4K	Sell	24 -16	-40%	-$2.67K	﹤0.01%	588
2023 Q3	$6K	Hold	40	–	–	﹤0.01%	526
2023 Q2	$6K	Hold	40	–	–	﹤0.01%	571
2023 Q1	$5K	Hold	40	–	–	﹤0.01%	581
2022 Q4	$4K	Hold	40	–	–	﹤0.01%	610
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	506
2022 Q2	$5K	Buy	+40	New	+$5.98K	﹤0.01%	342

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

Coston McIsaac & Partners's FDN Position: Q2 2026 in Review

Coston McIsaac & Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 23 shares — an estimated $5K sold.

Coston McIsaac & Partners first reported a position in FDN in Q2 2022 and held it in 16 quarters. The position peaked at $6K in Q4 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Coston McIsaac & Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
Coston McIsaac & Partners sold 23 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $5K.
Coston McIsaac & Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and held it in 16 quarters.
Coston McIsaac & Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $6K 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 Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.