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 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

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 $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FDN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,764 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #318.

Forvis Mazars Wealth Advisors first reported a position in FDN in Q2 2020 and has held it in 21 quarters since. The position peaked at $506K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,764 shares of First Trust Dow Jones Internet Index Fund ETF worth $467K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 75 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $19.8K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #318 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 21 quarters since.
Forvis Mazars Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $506K in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.