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

Independent Financial 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 		$873K Buy
3,299
+229
+7% +$60.4K 0.02% 749
2026
Q1 		$718K Sell
3,070
-142
-4% -$35.4K 0.02% 757
2025
Q4 		$865K Buy
3,212
+173
+6% +$47.4K 0.02% 675
2025
Q3 		$850K Buy
3,039
+113
+4% +$31K 0.02% 653
2025
Q2 		$788K Buy
2,926
+432
+17% +$104K 0.02% 619
2025
Q1 		$554K Sell
2,494
-2
-0.1% -$493 0.02% 670
2024
Q4 		$607K Buy
2,496
+256
+11% +$59.8K 0.02% 629
2024
Q3 		$474K Sell
2,240
-172
-7% -$34.5K 0.02% 674
2024
Q2 		$494K Buy
2,412
+176
+8% +$35.3K 0.02% 611
2024
Q1 		$459K Sell
2,236
-20
-0.9% -$3.94K 0.02% 617
2023
Q4 		$421K Buy
2,256
+671
+42% +$112K 0.02% 606
2023
Q3 		$253K Buy
+1,585
New +$263K 0.02% 741
2022
Q4 		– Sell
-1,793
Closed -$226K – 789
2022
Q3 		$226K Buy
+1,793
New +$250K 0.02% 622
2022
Q2 		– Sell
-1,568
Closed -$295K – 744
2022
Q1 		$295K Sell
1,568
-2,144
-58% -$408K 0.02% 604
2021
Q4 		$839K Sell
3,712
-501
-12% -$119K 0.07% 296
2021
Q3 		$994K Buy
4,213
+399
+10% +$97.6K 0.1% 216
2021
Q2 		$934K Buy
3,814
+411
+12% +$94K 0.1% 231
2021
Q1 		$742K Sell
3,403
-1,157
-25% -$257K 0.1% 232
2020
Q4 		$968K Buy
4,560
+850
+23% +$172K 0.14% 171
2020
Q3 		$699K Buy
3,710
+1,806
+95% +$333K 0.13% 176
2020
Q2 		$325K Sell
1,904
-507
-21% -$77.4K 0.07% 299
2020
Q1 		$298K Buy
+2,411
New +$334K 0.09% 255

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

Independent Financial Group's FDN Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 7.5% in Q2 2026, buying an estimated $60.4K and bringing the position to 3,299 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #749.

Independent Financial Group first reported a position in FDN in Q1 2020 and has held it in 22 quarters since. The position peaked at $994K in Q3 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Independent Financial Group held 3,299 shares of First Trust Dow Jones Internet Index Fund ETF worth $873K as of Q2 2026.
  • Independent Financial Group bought 229 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $60.4K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #749 holding.
  • Independent Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and has held it in 22 quarters since.
  • Independent Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $994K in Q3 2021.
  • 583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.