Holistic Financial Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Holistic Financial Partners’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	$4.32M	Sell	16,325 -12,643	-44%	-$3.34M	2.64%	8
2026 Q1	$6.78M	Buy	28,968 +1,262	+5%	+$315K	2.52%	9
2025 Q4	$7.46M	Buy	27,706 +1,724	+7%	+$473K	2.7%	9
2025 Q3	$7.27M	Buy	25,982 +369	+1%	+$101K	2.98%	8
2025 Q2	$6.9M	Buy	25,613 +17,224	+205%	+$4.14M	3.02%	8
2025 Q1	$1.86M	Buy	8,389 +5,017	+149%	+$1.24M	0.9%	22
2024 Q4	$820K	Buy	+3,372	New	+$788K	0.41%	36
2022 Q2	–	Sell	-26,662	Closed	-$5.01M	–	103
2022 Q1	$5.01M	Sell	26,662 -11,717	-31%	-$2.23M	3.18%	9
2021 Q4	$8.68M	Buy	38,379 +502	+1%	+$119K	5.03%	6
2021 Q3	$8.94M	Buy	37,877 +1,604	+4%	+$392K	5.51%	5
2021 Q2	$8.88M	Buy	36,273 +604	+2%	+$138K	5.3%	5
2021 Q1	$7.78M	Buy	35,669 +82	+0.2%	+$18.2K	5.13%	5
2020 Q4	$7.55M	Buy	+35,587	New	+$7.2M	5.21%	5
2020 Q3	–	Sell	-34,418	Closed	-$5.87M	–	116
2020 Q2	$5.87M	Buy	+34,418	New	+$5.25M	5.07%	6

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 22.96% 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

Holistic Financial Partners's FDN Position: Q2 2026 in Review

Holistic Financial Partners reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 44% in Q2 2026, selling an estimated $3.34M and leaving 16,325 shares worth $4.32M. The position accounts for 2.64% of the portfolio, ranked #8.

Holistic Financial Partners first reported a position in FDN in Q2 2020 and has held it in 14 quarters since. The position peaked at $8.94M in Q3 2021. 585 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Holistic Financial Partners held 16,325 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.32M as of Q2 2026.
Holistic Financial Partners sold 12,643 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $3.34M.
First Trust Dow Jones Internet Index Fund ETF made up 2.64% of Holistic Financial Partners's portfolio in Q2 2026, its #8 holding.
Holistic Financial Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 14 quarters since.
Holistic Financial Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $8.94M in Q3 2021.
585 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.