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 Q3	$585K	Buy	2,029 +265	+15%	+$74.9K	0.01%	278
2026 Q2	$467K	Buy	1,764 +75	+4%	+$19.8K	0.01%	318
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FDN Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 15% in Q3 2026, buying an estimated $74.9K and bringing the position to 2,029 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #278.

Forvis Mazars Wealth Advisors first reported a position in FDN in Q2 2020 and has held it in 22 quarters since. 229 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Forvis Mazars Wealth Advisors held 2,029 shares of First Trust Dow Jones Internet Index Fund ETF worth $585K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 265 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $74.9K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #278 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 22 quarters since.
229 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.