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Harvest Investment Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Harvest Investment Services’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 		$772K Buy
2,917
+497
+21% +$131K 0.12% 185
2026
Q1 		$566K Sell
2,420
-9
-0.4% -$2.24K 0.1% 187
2025
Q4 		$654K Buy
2,429
+87
+4% +$23.8K 0.12% 166
2025
Q3 		$655K Buy
2,342
+7
+0.3% +$1.92K 0.13% 167
2025
Q2 		$629K Sell
2,335
-1,766
-43% -$425K 0.14% 166
2025
Q1 		$911K Buy
4,101
+49
+1% +$12.1K 0.25% 97
2024
Q4 		$985K Buy
4,052
+1,864
+85% +$436K 0.24% 103
2024
Q3 		$463K Buy
2,188
+23
+1% +$4.61K 0.15% 145
2024
Q2 		$444K Sell
2,165
-20
-0.9% -$4.01K 0.18% 121
2024
Q1 		$448K Buy
2,185
+31
+1% +$6.12K 0.18% 116
2023
Q4 		$402K Buy
+2,154
New +$360K 0.19% 129
2023
Q3 		– Sell
-2,106
Closed -$343K – 158
2023
Q2 		$343K Buy
2,106
+64
+3% +$9.61K 0.2% 124
2023
Q1 		$302K Buy
+2,042
New +$282K 0.23% 93
2022
Q4 		– Sell
-2,059
Closed -$259K – 125
2022
Q3 		$259K Buy
2,059
+10
+0.5% +$1.39K 0.32% 95
2022
Q2 		$260K Buy
2,049
+182
+10% +$27.2K 0.2% 120
2022
Q1 		$350K Buy
1,867
+1
+0.1% +$191 0.21% 133
2021
Q4 		$421K Buy
1,866
+24
+1% +$5.68K 0.18% 156
2021
Q3 		$434K Buy
1,842
+350
+23% +$85.6K 0.18% 168
2021
Q2 		$365K Buy
1,492
+89
+6% +$20.3K 0.15% 185
2021
Q1 		$305K Buy
1,403
+113
+9% +$25.1K 0.14% 186
2020
Q4 		$273K Sell
1,290
-181
-12% -$36.6K 0.14% 161
2020
Q3 		$277K Buy
1,471
+40
+3% +$7.38K 0.16% 157
2020
Q2 		$243K Buy
+1,431
New +$218K 0.14% 161

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harvest Investment Services's FDN Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 21% in Q2 2026, buying an estimated $131K and bringing the position to 2,917 shares worth $772K. The position accounts for 0.12% of the portfolio, ranked #185.

Harvest Investment Services first reported a position in FDN in Q2 2020 and has held it in 23 quarters since. The position peaked at $985K in Q4 2024. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Harvest Investment Services held 2,917 shares of First Trust Dow Jones Internet Index Fund ETF worth $772K as of Q2 2026.
  • Harvest Investment Services bought 497 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $131K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #185 holding.
  • Harvest Investment Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 23 quarters since.
  • Harvest Investment Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $985K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.