Equitable Trust’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Equitable Trust’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	$719K	Buy	3,072 +1,643	+115%	+$410K	0.03%	265
2025 Q4	$385K	Buy	+1,429	New	+$392K	0.02%	363
2024 Q2	–	Sell	-1,291	Closed	-$265K	–	437
2024 Q1	$265K	Sell	1,291 -382	-23%	-$75.4K	0.02%	387
2023 Q4	$312K	Hold	1,673	–	–	0.02%	350
2023 Q3	$267K	Hold	1,673	–	–	0.02%	359
2023 Q2	$273K	Hold	1,673	–	–	0.02%	351
2023 Q1	$247K	Buy	+1,673	New	+$231K	0.02%	360

Other funds holding FDN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Trust's FDN Position: Q1 2026 in Review

Equitable Trust increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 115% in Q1 2026, buying an estimated $410K and bringing the position to 3,072 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #265.

Equitable Trust first reported a position in FDN in Q1 2023 and has held it in 7 quarters since. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Equitable Trust held 3,072 shares of First Trust Dow Jones Internet Index Fund ETF worth $719K as of Q1 2026.
Equitable Trust bought 1,643 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $410K.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Equitable Trust's portfolio in Q1 2026, its #265 holding.
Equitable Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and has held it in 7 quarters since.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.