IEQ Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

IEQ Capital’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	$316K	Hold	1,194	–	–	﹤0.01%	1617
2026 Q1	$279K	Buy	1,194 +3	+0.3%	+$748	﹤0.01%	1546
2025 Q4	$321K	Sell	1,191 -272	-19%	-$74.6K	﹤0.01%	1509
2025 Q3	$409K	Buy	1,463 +286	+24%	+$78.4K	﹤0.01%	1395
2025 Q2	$317K	Sell	1,177 -1,056	-47%	-$254K	﹤0.01%	1367
2025 Q1	$496K	Buy	2,233 +687	+44%	+$169K	﹤0.01%	982
2024 Q4	$376K	Buy	1,546 +22	+1%	+$5.14K	﹤0.01%	941
2024 Q3	$323K	Buy	1,524 +162	+12%	+$32.5K	﹤0.01%	900
2024 Q2	$279K	Buy	1,362 +330	+32%	+$66.2K	﹤0.01%	816
2024 Q1	$212K	Sell	1,032 -573	-36%	-$113K	﹤0.01%	868
2023 Q4	$299K	Buy	+1,605	New	+$268K	0.01%	733

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

IEQ Capital's FDN Position: Q2 2026 in Review

IEQ Capital held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,194 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

IEQ Capital first reported a position in FDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $496K in Q1 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

IEQ Capital held 1,194 shares of First Trust Dow Jones Internet Index Fund ETF worth $316K as of Q2 2026.
IEQ Capital 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 IEQ Capital's portfolio in Q2 2026, its #1617 holding.
IEQ Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 11 quarters since.
IEQ Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $496K in Q1 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.