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GoalVest Advisory’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

GoalVest Advisory’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 		$51.4K Hold
194
– – 0.01% 202
2026
Q1 		$45.4K Hold
194
– – 0.01% 238
2025
Q4 		$52.2K Sell
194
-134
-41% -$36.7K 0.01% 242
2025
Q3 		$91.8K Hold
328
– – 0.02% 179
2025
Q2 		$88.3K Hold
328
– – 0.02% 179
2025
Q1 		$72.9K Hold
328
– – 0.02% 158
2024
Q4 		$79.8K Sell
328
-40
-11% -$9.35K 0.02% 158
2024
Q3 		$78K Hold
368
– – 0.02% 157
2024
Q2 		$75.4K Hold
368
– – 0.02% 153
2024
Q1 		$75.5K Hold
368
– – 0.03% 171
2023
Q4 		$68.7K Hold
368
– – 0.03% 117
2023
Q3 		$58.7K Hold
368
– – 0.03% 133
2023
Q2 		$60K Buy
+368
New +$55.3K 0.03% 130

Other funds holding FDN

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GoalVest Advisory's FDN Position: Q2 2026 in Review

GoalVest Advisory held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 194 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #202.

GoalVest Advisory first reported a position in FDN in Q2 2023 and has held it in 13 quarters since. The position peaked at $91.8K in Q3 2025. 94 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • GoalVest Advisory held 194 shares of First Trust Dow Jones Internet Index Fund ETF worth $51.4K as of Q2 2026.
  • GoalVest Advisory left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #202 holding.
  • GoalVest Advisory first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2023 and has held it in 13 quarters since.
  • GoalVest Advisory's First Trust Dow Jones Internet Index Fund ETF position peaked at $91.8K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.