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

Forum Financial 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	$240K	Buy	906 +1	+0.1%	+$264	﹤0.01%	302
2026 Q1	$212K	Hold	905	–	–	﹤0.01%	303
2025 Q4	$244K	Hold	905	–	–	﹤0.01%	856
2025 Q3	$253K	Hold	905	–	–	﹤0.01%	828
2025 Q2	$244K	Hold	905	–	–	﹤0.01%	785
2025 Q1	$201K	Hold	905	–	–	﹤0.01%	820
2024 Q4	$220K	Buy	+905	New	+$211K	﹤0.01%	804

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

Forum Financial Management's FDN Position: Q2 2026 in Review

Forum Financial Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.11% in Q2 2026, buying an estimated $264 and bringing the position to 906 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Forum Financial Management first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q3 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Forum Financial Management held 906 shares of First Trust Dow Jones Internet Index Fund ETF worth $240K as of Q2 2026.
Forum Financial Management bought 1 First Trust Dow Jones Internet Index Fund ETF share in Q2 2026, an estimated $264.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #302 holding.
Forum Financial Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
Forum Financial Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $253K in Q3 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

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