HHM Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

HHM Wealth Advisors’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	$61.9K	Buy	234 +1	+0.4%	+$264	0.01%	357
2026 Q1	$54.5K	Hold	233	–	–	0.01%	361
2025 Q4	$62.7K	Buy	+233	New	+$63.9K	0.01%	330
2025 Q3	–	Sell	-233	Closed	-$62.8K	–	877
2025 Q2	$62.8K	Hold	233	–	–	0.01%	339
2025 Q1	$51.8K	Hold	233	–	–	0.01%	353
2024 Q4	$56.7K	Hold	233	–	–	0.01%	332
2024 Q3	$49.4K	Hold	233	–	–	0.01%	346
2024 Q2	$47.8K	Hold	233	–	–	0.01%	348
2024 Q1	$47.8K	Hold	233	–	–	0.01%	305
2023 Q4	$43.5K	Hold	233	–	–	0.01%	310
2023 Q3	$37.2K	Hold	233	–	–	0.01%	314
2023 Q2	$38K	Hold	233	–	–	0.01%	330
2023 Q1	$34.5K	Buy	+233	New	+$32.2K	0.01%	321
2022 Q4	–	Sell	-233	Closed	-$29K	–	709
2022 Q3	$29K	Sell	233 -105	-31%	-$14.6K	0.01%	303
2022 Q2	$43K	Buy	338 +105	+45%	+$15.7K	0.01%	296
2022 Q1	$44K	Hold	233	–	–	0.01%	329
2021 Q4	$53K	Hold	233	–	–	0.01%	298
2021 Q3	$55K	Hold	233	–	–	0.02%	286
2021 Q2	$57K	Hold	233	–	–	0.02%	280
2021 Q1	$51K	Hold	233	–	–	0.02%	271
2020 Q4	$49K	Hold	233	–	–	0.02%	259
2020 Q3	$44K	Hold	233	–	–	0.02%	238
2020 Q2	$40K	Sell	233 -349	-60%	-$53.3K	0.02%	245
2020 Q1	$72K	Buy	+582	New	+$80.7K	0.04%	165

Other funds holding FDN

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

SEP

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

SWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

HHM Wealth Advisors's FDN Position: Q2 2026 in Review

HHM Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.43% in Q2 2026, buying an estimated $264 and bringing the position to 234 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #357.

HHM Wealth Advisors first reported a position in FDN in Q1 2020 and has held it in 24 quarters since. The position peaked at $72K in Q1 2020. 202 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

HHM Wealth Advisors held 234 shares of First Trust Dow Jones Internet Index Fund ETF worth $61.9K as of Q2 2026.
HHM Wealth Advisors bought 1 First Trust Dow Jones Internet Index Fund ETF share in Q2 2026, an estimated $264.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #357 holding.
HHM Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and has held it in 24 quarters since.
HHM Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $72K in Q1 2020.
202 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.