Key Financial Inc’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Key Financial Inc’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	$32.8K	Hold	124	–	–	0.01%	625
2026 Q1	$29K	Sell	124 -32	-21%	-$7.98K	0.01%	647
2025 Q4	$42K	Hold	156	–	–	0.01%	559
2025 Q3	$43.4K	Hold	156	–	–	0.01%	554
2025 Q2	$42K	Hold	156	–	–	0.01%	534
2025 Q1	$34.7K	Hold	156	–	–	0.01%	543
2024 Q4	$37.9K	Hold	156	–	–	0.01%	526
2024 Q3	$33K	Hold	156	–	–	0.01%	551
2024 Q2	$32K	Hold	156	–	–	0.01%	546
2024 Q1	$32K	Hold	156	–	–	0.01%	515
2023 Q4	$29.1K	Hold	156	–	–	0.01%	515
2023 Q3	$24.9K	Hold	156	–	–	0.01%	521
2023 Q2	$25.4K	Hold	156	–	–	0.01%	530
2023 Q1	$23.1K	Hold	156	–	–	0.01%	521
2022 Q4	$19.7K	Hold	156	–	–	0.01%	496
2022 Q3	$20K	Hold	156	–	–	0.01%	497
2022 Q2	$20K	Hold	156	–	–	0.01%	503
2022 Q1	$29K	Hold	156	–	–	0.01%	436
2021 Q4	$35K	Buy	156 +43	+38%	+$10.2K	0.02%	396
2021 Q3	$27K	Hold	113	–	–	0.02%	419
2021 Q2	$27K	Hold	113	–	–	0.02%	420
2021 Q1	$25K	Hold	113	–	–	0.02%	361
2020 Q4	$24K	Buy	+113	New	+$22.9K	0.02%	344
2020 Q2	–	Sell	-113	Closed	-$14K	–	271
2020 Q1	$14K	Buy	+113	New	+$15.7K	0.01%	366

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Key Financial Inc's FDN Position: Q2 2026 in Review

Key Financial Inc held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 124 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #625.

Key Financial Inc first reported a position in FDN in Q1 2020 and has held it in 24 quarters since. The position peaked at $43.4K in Q3 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Key Financial Inc held 124 shares of First Trust Dow Jones Internet Index Fund ETF worth $32.8K as of Q2 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q2 2026, its #625 holding.
Key Financial Inc first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's First Trust Dow Jones Internet Index Fund ETF position peaked at $43.4K in Q3 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.