Hazlett, Burt & Watson’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Hazlett, Burt & Watson’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	$74K	Sell	280 -116	-29%	-$30.6K	0.02%	392
2026 Q1	$93K	Hold	396	–	–	0.03%	351
2025 Q4	$106K	Sell	396 -90	-19%	-$24.7K	0.03%	336
2025 Q3	$136K	Buy	486 +75	+18%	+$20.6K	0.05%	278
2025 Q2	$111K	Hold	411	–	–	0.05%	266
2025 Q1	$91K	Hold	411	–	–	0.04%	284
2024 Q4	$100K	Hold	411	–	–	0.04%	279
2024 Q3	$87K	Hold	411	–	–	0.04%	293
2024 Q2	$84K	Sell	411 -151	-27%	-$30.3K	0.04%	280
2024 Q1	$115K	Hold	562	–	–	0.07%	229
2023 Q4	$105K	Sell	562 -100	-15%	-$16.7K	0.07%	216
2023 Q3	$106K	Hold	662	–	–	0.08%	204
2023 Q2	$108K	Hold	662	–	–	0.08%	199
2023 Q1	$98K	Hold	662	–	–	0.08%	193
2022 Q4	$82K	Hold	662	–	–	0.07%	207
2022 Q3	$84K	Hold	662	–	–	0.08%	197
2022 Q2	$84K	Hold	662	–	–	0.08%	214
2022 Q1	$124K	Buy	+662	New	+$126K	0.1%	189

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hazlett, Burt & Watson's FDN Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 29% in Q2 2026, selling an estimated $30.6K and leaving 280 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #392.

Hazlett, Burt & Watson first reported a position in FDN in Q1 2022 and has held it in 18 quarters since. The position peaked at $136K in Q3 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Hazlett, Burt & Watson held 280 shares of First Trust Dow Jones Internet Index Fund ETF worth $74K as of Q2 2026.
Hazlett, Burt & Watson sold 116 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $30.6K.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #392 holding.
Hazlett, Burt & Watson first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's First Trust Dow Jones Internet Index Fund ETF position peaked at $136K in Q3 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.