Herbst Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Herbst Group’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	$529K	Buy	+2,000	New	+$528K	0.29%	56

Other funds holding FDN

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

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Herbst Group's FDN Position: Q2 2026 in Review

Herbst Group opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 2,000 shares worth $529K. The stake represents 0.29% of the portfolio and ranks #56 among its holdings.

94 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Herbst Group held 2,000 shares of First Trust Dow Jones Internet Index Fund ETF worth $529K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Herbst Group position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.29% of Herbst Group's portfolio in Q2 2026, its #56 holding.
94 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.