Dakota Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Dakota Wealth Management’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	$390K	Hold	1,474	–	–	0.01%	617
2026 Q1	$345K	Hold	1,474	–	–	0.01%	619
2025 Q4	$397K	Buy	1,474 +124	+9%	+$34K	0.01%	600
2025 Q3	$378K	Hold	1,350	–	–	0.01%	521
2025 Q2	$364K	Sell	1,350 -250	-16%	-$60.1K	0.01%	569
2025 Q1	$355K	Hold	1,600	–	–	0.01%	579
2024 Q4	$389K	Sell	1,600 -100	-6%	-$23.4K	0.01%	553
2024 Q3	$360K	Hold	1,700	–	–	0.01%	558
2024 Q2	$348K	Hold	1,700	–	–	0.01%	556
2024 Q1	$349K	Buy	1,700 +100	+6%	+$19.7K	0.01%	556
2023 Q4	$298K	Buy	+1,600	New	+$267K	0.01%	521
2023 Q3	–	Sell	-1,600	Closed	-$261K	–	673
2023 Q2	$261K	Sell	1,600 -300	-16%	-$45K	0.01%	516
2023 Q1	$281K	Buy	+1,900	New	+$262K	0.02%	478
2022 Q4	–	Sell	-2,200	Closed	-$278K	–	608
2022 Q3	$278K	Buy	+2,200	New	+$306K	0.02%	435

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dakota Wealth Management's FDN Position: Q2 2026 in Review

Dakota Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,474 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #617.

Dakota Wealth Management first reported a position in FDN in Q3 2022 and has held it in 14 quarters since. The position peaked at $397K in Q4 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Dakota Wealth Management held 1,474 shares of First Trust Dow Jones Internet Index Fund ETF worth $390K as of Q2 2026.
Dakota Wealth Management 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 Dakota Wealth Management's portfolio in Q2 2026, its #617 holding.
Dakota Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and has held it in 14 quarters since.
Dakota Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $397K in Q4 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.