Fiduciary Financial Group
FDN icon

Fiduciary Financial Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Fiduciary Financial Group’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
Q3 		$237K Hold
820
– – 0.03% 352
2026
Q2 		$217K Buy
+820
New +$216K 0.02% 356
2026
Q1 		– Sell
-820
Closed -$221K – 350
2025
Q4 		$221K Sell
820
-130
-14% -$35.6K 0.03% 305
2025
Q3 		$266K Hold
950
– – 0.04% 262
2025
Q2 		$253K Sell
950
-90
-9% -$21.6K 0.05% 254
2025
Q1 		$222K Buy
+1,040
New +$256K 0.05% 259

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fiduciary Financial Group's FDN Position: Q3 2026 in Review

Fiduciary Financial Group held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 820 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #352.

Fiduciary Financial Group first reported a position in FDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q3 2025. 532 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Fiduciary Financial Group held 820 shares of First Trust Dow Jones Internet Index Fund ETF worth $237K as of Q3 2026.
  • Fiduciary Financial Group left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q3 2026, its #352 holding.
  • Fiduciary Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $266K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.