Halbert Hargrove Global Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Halbert Hargrove Global 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	$13.3K	Hold	46	–	–	﹤0.01%	271
2026 Q2	$12.2K	Hold	46	–	–	﹤0.01%	299
2026 Q1	$10.8K	Hold	46	–	–	﹤0.01%	284
2025 Q4	$12.4K	Hold	46	–	–	﹤0.01%	279
2025 Q3	$12.9K	Hold	46	–	–	﹤0.01%	297
2025 Q2	$12.4K	Hold	46	–	–	﹤0.01%	216
2025 Q1	$10.2K	Hold	46	–	–	﹤0.01%	246
2024 Q4	$11.2K	Buy	+46	New	+$10.8K	﹤0.01%	216

Other funds holding FDN

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PPWM

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Halbert Hargrove Global Advisors's FDN Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 46 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Halbert Hargrove Global Advisors first reported a position in FDN in Q4 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Halbert Hargrove Global Advisors held 46 shares of First Trust Dow Jones Internet Index Fund ETF worth $13.3K as of Q3 2026.
Halbert Hargrove Global Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #271 holding.
Halbert Hargrove Global Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.