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Kestra Private Wealth Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Kestra Private Wealth Services’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 		$4.61M Sell
17,407
-13,367
-43% -$3.53M 0.05% 359
2026
Q1 		$7.2M Sell
30,774
-3,878
-11% -$967K 0.09% 249
2025
Q4 		$9.33M Buy
34,652
+83
+0.2% +$22.8K 0.12% 192
2025
Q3 		$9.67M Buy
34,569
+647
+2% +$177K 0.13% 183
2025
Q2 		$9.14M Buy
33,922
+808
+2% +$194K 0.13% 182
2025
Q1 		$7.36M Buy
33,114
+1,741
+6% +$429K 0.12% 189
2024
Q4 		$7.63M Buy
31,373
+258
+0.8% +$60.3K 0.13% 175
2024
Q3 		$6.59M Sell
31,115
-70
-0.2% -$14K 0.12% 187
2024
Q2 		$6.39M Buy
31,185
+4,182
+15% +$840K 0.13% 178
2024
Q1 		$5.54M Sell
27,003
-5,312
-16% -$1.05M 0.12% 185
2023
Q4 		$6.03M Buy
32,315
+4,634
+17% +$775K 0.15% 162
2023
Q3 		$4.42M Buy
27,681
+7,202
+35% +$1.2M 0.14% 171
2023
Q2 		$3.34M Buy
20,479
+3,154
+18% +$474K 0.11% 202
2023
Q1 		$2.56M Buy
17,325
+661
+4% +$91.3K 0.1% 215
2022
Q4 		$2.05M Sell
16,664
-1,755
-10% -$223K 0.1% 225
2022
Q3 		$2.33M Sell
18,419
-660
-3% -$91.9K 0.13% 179
2022
Q2 		$2.42M Sell
19,079
-7,532
-28% -$1.13M 0.14% 176
2022
Q1 		$5M Sell
26,611
-3,569
-12% -$680K 0.25% 95
2021
Q4 		$6.83M Buy
30,180
+11,054
+58% +$2.62M 0.33% 72
2021
Q3 		$4.51M Buy
19,126
+1,744
+10% +$426K 0.25% 94
2021
Q2 		$4.26M Sell
17,382
-8,692
-33% -$1.99M 0.26% 93
2021
Q1 		$5.69M Buy
26,074
+94
+0.4% +$20.9K 0.4% 54
2020
Q4 		$5.53M Sell
25,980
-4,948
-16% -$1M 0.41% 56
2020
Q3 		$5.77M Buy
+30,928
New +$5.71M 0.5% 43

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 $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Private Wealth Services's FDN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 43% in Q2 2026, selling an estimated $3.53M and leaving 17,407 shares worth $4.61M. The position accounts for 0.05% of the portfolio, ranked #359.

Kestra Private Wealth Services first reported a position in FDN in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.67M in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Kestra Private Wealth Services held 17,407 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.61M as of Q2 2026.
  • Kestra Private Wealth Services sold 13,367 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $3.53M.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #359 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $9.67M in Q3 2025.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.