Independent Financial Group’s First Trust Dow Jones International Internet ETF FDNI Stock Holding History

Independent Financial Group’s Portfolio FDNI Stock Details FDNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-39,398	Closed	-$1.58M	–	794
2021 Q3	$1.58M	Buy	39,398 +330	+0.8%	+$14.1K	0.16%	129
2021 Q2	$1.85M	Buy	39,068 +1,238	+3%	+$55.9K	0.2%	115
2021 Q1	$1.71M	Buy	37,830 +6,716	+22%	+$331K	0.22%	114
2020 Q4	$1.41M	Buy	+31,114	New	+$1.32M	0.21%	123

Other funds holding FDNI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Independent Financial Group's FDNI Position: Q4 2021 in Review

Independent Financial Group sold out of First Trust Dow Jones International Internet ETF (FDNI) in Q4 2021, closing a stake of 39,398 shares — an estimated $1.58M sold.

Independent Financial Group first reported a position in FDNI in Q4 2020 and held it in 4 quarters. The position peaked at $1.85M in Q2 2021. 35 funds tracked by Wall St. Rank hold FDNI as of Q4 2021.

Independent Financial Group reported no remaining First Trust Dow Jones International Internet ETF position as of Q4 2021 after selling out during the quarter.
Independent Financial Group sold 39,398 First Trust Dow Jones International Internet ETF shares in Q4 2021, an estimated $1.58M.
Independent Financial Group first reported a position in First Trust Dow Jones International Internet ETF in Q4 2020 and held it in 4 quarters.
Independent Financial Group's First Trust Dow Jones International Internet ETF position peaked at $1.85M in Q2 2021.
35 funds tracked by Wall St. Rank held First Trust Dow Jones International Internet ETF as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.