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

Daymark 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 		$9.95M Sell
37,578
-117
-0.3% -$30.9K 0.24% 81
2026
Q1 		$8.82M Sell
37,695
-24,357
-39% -$6.07M 0.28% 74
2025
Q4 		$16.7M Buy
62,052
+461
+0.7% +$126K 0.53% 42
2025
Q3 		$17.2M Buy
61,591
+21,259
+53% +$5.83M 0.59% 43
2025
Q2 		$10.9M Buy
40,332
+6,639
+20% +$1.6M 0.41% 50
2025
Q1 		$7.48M Buy
33,693
+66
+0.2% +$16.3K 0.32% 67
2024
Q4 		$8.18M Sell
33,627
-218
-0.6% -$50.9K 0.35% 63
2024
Q3 		$7.17M Buy
33,845
+333
+1% +$66.8K 0.3% 73
2024
Q2 		$6.87M Buy
33,512
+292
+0.9% +$58.6K 0.32% 69
2024
Q1 		$6.81M Buy
33,220
+266
+0.8% +$52.5K 0.37% 66
2023
Q4 		$6.15M Buy
32,954
+369
+1% +$61.7K 0.38% 61
2023
Q3 		$5.2M Buy
32,585
+1
+0% +$166 0.36% 64
2023
Q2 		$5.31M Buy
32,584
+2,634
+9% +$396K 0.39% 60
2023
Q1 		$4.43M Sell
29,950
-558
-2% -$77.1K 0.59% 37
2022
Q4 		$3.76M Buy
+30,508
New +$3.88M 0.66% 36

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Daymark Wealth Partners reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.31% in Q2 2026, selling an estimated $30.9K and leaving 37,578 shares worth $9.95M. The position accounts for 0.24% of the portfolio, ranked #81.

Daymark Wealth Partners first reported a position in FDN in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.2M in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Daymark Wealth Partners held 37,578 shares of First Trust Dow Jones Internet Index Fund ETF worth $9.95M as of Q2 2026.
  • Daymark Wealth Partners sold 117 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $30.9K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.24% of Daymark Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Daymark Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $17.2M in Q3 2025.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.