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

Financial Consulate’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 		$198K Buy
747
+100
+15% +$26.4K 0.02% 153
2026
Q1 		$151K Hold
647
– – 0.02% 174
2025
Q4 		$174K Hold
647
– – 0.02% 173
2025
Q3 		$181K Buy
+647
New +$177K 0.03% 169

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

Financial Consulate's FDN Position: Q2 2026 in Review

Financial Consulate increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 15% in Q2 2026, buying an estimated $26.4K and bringing the position to 747 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #153.

Financial Consulate first reported a position in FDN in Q3 2025 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Financial Consulate held 747 shares of First Trust Dow Jones Internet Index Fund ETF worth $198K as of Q2 2026.
  • Financial Consulate bought 100 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $26.4K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #153 holding.
  • Financial Consulate first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2025 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.