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HM Payson & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

HM Payson & Co’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 		$68.6K Hold
259
– – ﹤0.01% 645
2026
Q1 		$60.6K Sell
259
-113
-30% -$28.2K ﹤0.01% 655
2025
Q4 		$100K Hold
372
– – ﹤0.01% 555
2025
Q3 		$104K Hold
372
– – ﹤0.01% 551
2025
Q2 		$100K Hold
372
– – ﹤0.01% 534
2025
Q1 		$82.6K Sell
372
-29
-7% -$7.15K ﹤0.01% 553
2024
Q4 		$97.5K Buy
401
+29
+8% +$6.78K ﹤0.01% 535
2024
Q3 		$78.8K Hold
372
– – ﹤0.01% 563
2024
Q2 		$76.2K Buy
372
+113
+44% +$22.7K ﹤0.01% 537
2024
Q1 		$53.1K Hold
259
– – ﹤0.01% 581
2023
Q4 		$48.3K Hold
259
– – ﹤0.01% 608
2023
Q3 		$41.3K Hold
259
– – ﹤0.01% 615
2023
Q2 		$42.2K Hold
259
– – ﹤0.01% 611
2023
Q1 		$38.3K Sell
259
-114
-31% -$15.7K ﹤0.01% 621
2022
Q4 		$45.9K Sell
373
-970
-72% -$123K ﹤0.01% 565
2022
Q3 		$170K Hold
1,343
– – ﹤0.01% 399
2022
Q2 		$171K Hold
1,343
– – ﹤0.01% 400
2022
Q1 		$252K Hold
1,343
– – 0.01% 362
2021
Q4 		$304K Hold
1,343
– – 0.01% 345
2021
Q3 		$317K Hold
1,343
– – 0.01% 328
2021
Q2 		$329K Hold
1,343
– – 0.01% 322
2021
Q1 		$293K Sell
1,343
-66
-5% -$14.7K 0.01% 334
2020
Q4 		$299K Buy
1,409
+114
+9% +$23.1K 0.01% 335
2020
Q3 		$244K Buy
1,295
+66
+5% +$12.2K 0.01% 332
2020
Q2 		$210K Buy
1,229
+50
+4% +$7.63K 0.01% 336
2020
Q1 		$146K Sell
1,179
-100
-8% -$13.9K 0.01% 364
2019
Q4 		$178K Buy
1,279
+34
+3% +$4.59K 0.01% 407
2019
Q3 		$168K Sell
1,245
-347
-22% -$49K 0.01% 411
2019
Q2 		$229K Buy
+1,592
New +$227K 0.01% 375
2018
Q3 		– Sell
-1,952
Closed -$269K – 335
2018
Q2 		$269K Hold
1,952
– – 0.01% 289
2018
Q1 		$235K Buy
+1,952
New +$236K 0.01% 296

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HM Payson & Co's FDN Position: Q2 2026 in Review

HM Payson & Co held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 259 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

HM Payson & Co first reported a position in FDN in Q1 2018 and has held it in 31 quarters since. The position peaked at $329K in Q2 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • HM Payson & Co held 259 shares of First Trust Dow Jones Internet Index Fund ETF worth $68.6K as of Q2 2026.
  • HM Payson & Co left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #645 holding.
  • HM Payson & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and has held it in 31 quarters since.
  • HM Payson & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $329K in Q2 2021.
  • 583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.