Joel Isaacson & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Joel Isaacson & Co’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	$290K	Hold	1,095	–	–	0.01%	388
2026 Q1	$256K	Hold	1,095	–	–	0.01%	389
2025 Q4	$295K	Hold	1,095	–	–	0.01%	362
2025 Q3	$306K	Sell	1,095 -27	-2%	-$7.4K	0.01%	345
2025 Q2	$302K	Buy	1,122 +27	+2%	+$6.49K	0.01%	332
2025 Q1	$243K	Hold	1,095	–	–	0.01%	348
2024 Q4	$266K	Hold	1,095	–	–	0.01%	316
2024 Q3	$232K	Buy	+1,095	New	+$220K	0.01%	335
2018 Q3	–	Sell	-1,485	Closed	-$204K	–	204
2018 Q2	$204K	Buy	+1,485	New	+$194K	0.03%	192
2015 Q2	–	Sell	-614	Closed	-$40K	–	761
2015 Q1	$40K	Buy	+614	New	+$38.8K	0.01%	392

Other funds holding FDN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Joel Isaacson & Co's FDN Position: Q2 2026 in Review

Joel Isaacson & Co held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,095 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #388.

Joel Isaacson & Co first reported a position in FDN in Q1 2015 and has held it in 10 quarters since. The position peaked at $306K in Q3 2025. 370 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Joel Isaacson & Co held 1,095 shares of First Trust Dow Jones Internet Index Fund ETF worth $290K as of Q2 2026.
Joel Isaacson & Co 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 Joel Isaacson & Co's portfolio in Q2 2026, its #388 holding.
Joel Isaacson & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2015 and has held it in 10 quarters since.
Joel Isaacson & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $306K in Q3 2025.
370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.