IPG Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

IPG Investment Advisors’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	$233K	Hold	880	–	–	0.03%	221
2026 Q1	$206K	Hold	880	–	–	0.04%	218
2025 Q4	$237K	Hold	880	–	–	0.04%	190
2025 Q3	$246K	Hold	880	–	–	0.04%	184
2025 Q2	$237K	Buy	+880	New	+$212K	0.05%	156
2024 Q1	–	Sell	-1,830	Closed	-$341K	–	183
2023 Q4	$341K	Hold	1,830	–	–	0.07%	132
2023 Q3	$292K	Buy	+1,830	New	+$304K	0.06%	130

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IPG Investment Advisors's FDN Position: Q2 2026 in Review

IPG Investment Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 880 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #221.

IPG Investment Advisors first reported a position in FDN in Q3 2023 and has held it in 7 quarters since. The position peaked at $341K in Q4 2023. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

IPG Investment Advisors held 880 shares of First Trust Dow Jones Internet Index Fund ETF worth $233K as of Q2 2026.
IPG Investment Advisors 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 0.03% of IPG Investment Advisors's portfolio in Q2 2026, its #221 holding.
IPG Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2023 and has held it in 7 quarters since.
IPG Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $341K in Q4 2023.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.