HBK Sorce Advisory’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

HBK Sorce Advisory’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	$810K	Sell	2,818 -35	-1%	-$9.24K	0.02%	293
2026 Q1	$763K	Sell	2,853 -3	-0.1%	-$748	0.02%	294
2025 Q4	$701K	Sell	2,856 -114	-4%	-$31.3K	0.02%	294
2025 Q3	$830K	Sell	2,970 -4	-0.1%	-$1.1K	0.02%	260
2025 Q2	$801K	Sell	2,974 -128	-4%	-$30.8K	0.02%	262
2025 Q1	$689K	Sell	3,102 -40	-1%	-$9.86K	0.02%	279
2024 Q4	$764K	Sell	3,142 -31	-1%	-$7.25K	0.02%	256
2024 Q3	$672K	Sell	3,173 -1	-0%	-$201	0.02%	273
2024 Q2	$650K	Sell	3,174 -4	-0.1%	-$803	0.02%	284
2024 Q1	$652K	Sell	3,178 -98	-3%	-$19.3K	0.02%	281
2023 Q4	$611K	Sell	3,276 -6	-0.2%	-$1K	0.02%	284
2023 Q3	$524K	Sell	3,282 -20	-0.6%	-$3.32K	0.02%	300
2023 Q2	$538K	Buy	3,302 +28	+0.9%	+$4.2K	0.02%	313
2023 Q1	$484K	Buy	+3,274	New	+$452K	0.02%	329

Other funds holding FDN

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HBK Sorce Advisory's FDN Position: Q2 2026 in Review

HBK Sorce Advisory reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.2% in Q2 2026, selling an estimated $9.24K and leaving 2,818 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #293.

HBK Sorce Advisory first reported a position in FDN in Q1 2023 and has held it in 14 quarters since. The position peaked at $830K in Q3 2025. 370 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

HBK Sorce Advisory held 2,818 shares of First Trust Dow Jones Internet Index Fund ETF worth $810K as of Q2 2026.
HBK Sorce Advisory sold 35 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $9.24K.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #293 holding.
HBK Sorce Advisory first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and has held it in 14 quarters since.
HBK Sorce Advisory's First Trust Dow Jones Internet Index Fund ETF position peaked at $830K in Q3 2025.
370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.