HB Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

HB Wealth 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 Q2	$967K	Buy	3,653 +386	+12%	+$102K	0.01%	762
2026 Q1	$765K	Hold	3,267	–	–	﹤0.01%	781
2025 Q4	$879K	Hold	3,267	–	–	0.01%	677
2025 Q3	$914K	Hold	3,267	–	–	0.01%	636
2025 Q2	$880K	Sell	3,267 -398	-11%	-$95.7K	0.01%	572
2025 Q1	$814K	Buy	3,665 +218	+6%	+$53.7K	0.01%	602
2024 Q4	$838K	Buy	3,447 +400	+13%	+$93.5K	0.01%	455
2024 Q3	$645K	Sell	3,047 -195	-6%	-$39.1K	0.01%	504
2024 Q2	$664K	Buy	3,242 +170	+6%	+$34.1K	0.01%	461
2024 Q1	$630K	Buy	3,072 +384	+14%	+$75.7K	0.01%	438
2023 Q4	$501K	Hold	2,688	–	–	0.01%	464
2023 Q3	$429K	Buy	2,688 +3	+0.1%	+$499	0.01%	472
2023 Q2	$438K	Hold	2,685	–	–	0.01%	449
2023 Q1	$397K	Sell	2,685 -45	-2%	-$6.21K	0.01%	468
2022 Q4	$336K	Buy	2,730 +800	+41%	+$102K	0.01%	488
2022 Q3	$244K	Sell	1,930 -718	-27%	-$100K	0.01%	486
2022 Q2	$336K	Buy	2,648 +50	+2%	+$7.47K	0.01%	417
2022 Q1	$488K	Buy	2,598 +173	+7%	+$33K	0.01%	353
2021 Q4	$548K	Buy	+2,425	New	+$574K	0.01%	305

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 22.9% 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

HB Wealth Management's FDN Position: Q2 2026 in Review

HB Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 3,653 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #762.

HB Wealth Management first reported a position in FDN in Q4 2021 and has held it in 19 quarters since. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

HB Wealth Management held 3,653 shares of First Trust Dow Jones Internet Index Fund ETF worth $967K as of Q2 2026.
HB Wealth Management bought 386 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $102K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #762 holding.
HB Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 19 quarters since.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.