Harmony Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Harmony Asset Management’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	$779K	Sell	2,701 -55	-2%	-$15.5K	0.2%	99
2026 Q2	$730K	Buy	2,756 +102	+4%	+$26.9K	0.2%	103
2026 Q1	$621K	Sell	2,654 -120	-4%	-$29.9K	0.19%	110
2025 Q4	$747K	Sell	2,774 -608	-18%	-$167K	0.25%	94
2025 Q3	$946K	Sell	3,382 -1,314	-28%	-$360K	0.33%	75
2025 Q2	$1.26M	Sell	4,696 -8	-0.2%	-$1.92K	0.47%	60
2025 Q1	$1.04M	Hold	4,704	–	–	0.44%	62
2024 Q4	$1.14M	Sell	4,704 -15	-0.3%	-$3.5K	0.45%	56
2024 Q3	$1000K	Hold	4,719	–	–	0.37%	64
2024 Q2	$967K	Sell	4,719 -25	-0.5%	-$5.02K	0.41%	56
2024 Q1	$973K	Hold	4,744	–	–	0.4%	64
2023 Q4	$885K	Buy	+4,744	New	+$793K	0.37%	70

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

Harmony Asset Management's FDN Position: Q3 2026 in Review

Harmony Asset Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2% in Q3 2026, selling an estimated $15.5K and leaving 2,701 shares worth $779K. The position accounts for 0.2% of the portfolio, ranked #99.

Harmony Asset Management first reported a position in FDN in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2025. 123 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Harmony Asset Management held 2,701 shares of First Trust Dow Jones Internet Index Fund ETF worth $779K as of Q3 2026.
Harmony Asset Management sold 55 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $15.5K.
First Trust Dow Jones Internet Index Fund ETF made up 0.2% of Harmony Asset Management's portfolio in Q3 2026, its #99 holding.
Harmony Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 12 quarters since.
Harmony Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.26M in Q2 2025.
123 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.