Forvis Mazars Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Forvis Mazars Wealth Advisors’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	$395K	Hold	1,689	–	–	0.01%	316
2025 Q4	$455K	Sell	1,689 -119	-7%	-$32.6K	0.01%	299
2025 Q3	$506K	Hold	1,808	–	–	0.01%	279
2025 Q2	$487K	Hold	1,808	–	–	0.01%	288
2025 Q1	$402K	Buy	1,808 +337	+23%	+$83.1K	0.01%	319
2024 Q4	$358K	Buy	1,471 +19	+1%	+$4.44K	0.01%	354
2024 Q3	$308K	Buy	1,452 +119	+9%	+$23.9K	0.01%	379
2024 Q2	$273K	Sell	1,333 -56	-4%	-$11.2K	0.01%	358
2024 Q1	$285K	Buy	1,389 +56	+4%	+$11K	0.01%	356
2023 Q4	$249K	Hold	1,333	–	–	0.01%	356
2023 Q3	$213K	Hold	1,333	–	–	0.01%	369
2023 Q2	$217K	Buy	+1,333	New	+$200K	0.01%	394
2022 Q2	–	Sell	-1,333	Closed	-$250K	–	391
2022 Q1	$250K	Buy	1,333 +133	+11%	+$25.3K	0.01%	266
2021 Q4	$271K	Hold	1,200	–	–	0.01%	244
2021 Q3	$283K	Hold	1,200	–	–	0.01%	224
2021 Q2	$294K	Hold	1,200	–	–	0.01%	221
2021 Q1	$262K	Hold	1,200	–	–	0.01%	244
2020 Q4	$255K	Hold	1,200	–	–	0.01%	314
2020 Q3	$226K	Hold	1,200	–	–	0.01%	300
2020 Q2	$205K	Buy	+1,200	New	+$183K	0.01%	300

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

Forvis Mazars Wealth Advisors's FDN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 1,689 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #316.

Forvis Mazars Wealth Advisors first reported a position in FDN in Q2 2020 and has held it in 20 quarters since. The position peaked at $506K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Forvis Mazars Wealth Advisors held 1,689 shares of First Trust Dow Jones Internet Index Fund ETF worth $395K as of Q1 2026.
Forvis Mazars Wealth Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #316 holding.
Forvis Mazars Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 20 quarters since.
Forvis Mazars Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $506K in Q3 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.