Garrison Point Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Garrison Point 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	$346K	Sell	1,479 -100	-6%	-$24.9K	0.16%	127
2025 Q4	$425K	Buy	1,579 +238	+18%	+$65.2K	0.19%	115
2025 Q3	$375K	Buy	1,341 +183	+16%	+$50.1K	0.16%	126
2025 Q2	$312K	Hold	1,158	–	–	0.14%	130
2025 Q1	$257K	Sell	1,158 -110	-9%	-$27.1K	0.12%	142
2024 Q4	$308K	Hold	1,268	–	–	0.15%	125
2024 Q3	$269K	Hold	1,268	–	–	0.17%	124
2024 Q2	$260K	Hold	1,268	–	–	0.17%	125
2024 Q1	$260K	Hold	1,268	–	–	0.17%	138
2023 Q4	$237K	Hold	1,268	–	–	0.17%	138
2023 Q3	$202K	Hold	1,268	–	–	0.16%	141
2023 Q2	$207K	Buy	+1,268	New	+$190K	0.15%	147
2022 Q2	–	Sell	-1,288	Closed	-$242K	–	148
2022 Q1	$242K	Sell	1,288 -15	-1%	-$2.86K	0.17%	137
2021 Q4	$295K	Hold	1,303	–	–	0.2%	124
2021 Q3	$307K	Hold	1,303	–	–	0.22%	118
2021 Q2	$319K	Sell	1,303 -42	-3%	-$9.6K	0.23%	117
2021 Q1	$293K	Sell	1,345 -70	-5%	-$15.6K	0.23%	113
2020 Q4	$300K	Sell	1,415 -100	-7%	-$20.2K	0.24%	110
2020 Q3	$285K	Sell	1,515 -45	-3%	-$8.3K	0.26%	104
2020 Q2	$266K	Buy	+1,560	New	+$238K	0.26%	103
2020 Q1	–	Sell	-1,775	Closed	-$247K	–	117
2019 Q4	$247K	Hold	1,775	–	–	0.23%	114
2019 Q3	$239K	Hold	1,775	–	–	0.24%	110
2019 Q2	$255K	Sell	1,775 -35	-2%	-$5K	0.26%	108
2019 Q1	$251K	Buy	+1,810	New	+$241K	0.26%	108

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

Garrison Point Advisors's FDN Position: Q1 2026 in Review

Garrison Point Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 6.3% in Q1 2026, selling an estimated $24.9K and leaving 1,479 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #127.

Garrison Point Advisors first reported a position in FDN in Q1 2019 and has held it in 24 quarters since. The position peaked at $425K in Q4 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Garrison Point Advisors held 1,479 shares of First Trust Dow Jones Internet Index Fund ETF worth $346K as of Q1 2026.
Garrison Point Advisors sold 100 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $24.9K.
First Trust Dow Jones Internet Index Fund ETF made up 0.16% of Garrison Point Advisors's portfolio in Q1 2026, its #127 holding.
Garrison Point Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 24 quarters since.
Garrison Point Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $425K in Q4 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.