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Keystone Financial Group (Kentucky)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$401K Hold
1,516
– – 0.02% 367
2026
Q1 		$357K Hold
1,516
– – 0.02% 357
2025
Q4 		$408K Buy
+1,516
New +$416K 0.03% 291
2025
Q3 		– Sell
-1,583
Closed -$426K – 443
2025
Q2 		$426K Sell
1,583
-120
-7% -$28.9K 0.04% 252
2025
Q1 		$378K Hold
1,703
– – 0.04% 251
2024
Q4 		$414K Sell
1,703
-11
-0.6% -$2.57K 0.04% 242
2024
Q3 		$363K Buy
+1,714
New +$344K 0.05% 248
2024
Q2 		– Sell
-1,684
Closed -$345K – 202
2024
Q1 		$345K Buy
1,684
+134
+9% +$26.4K 0.05% 235
2023
Q4 		$289K Hold
1,550
– – 0.05% 224
2023
Q3 		$247K Sell
1,550
-293
-16% -$48.7K 0.04% 239
2023
Q2 		$300K Buy
+1,843
New +$277K 0.05% 216
2022
Q4 		$234K Hold
1,903
– – 0.05% 248
2022
Q3 		$240K Buy
1,903
+20
+1% +$2.79K 0.05% 235
2022
Q2 		$239K Buy
1,883
+31
+2% +$4.63K 0.05% 248
2022
Q1 		$348K Hold
1,852
– – 0.06% 201
2021
Q4 		$419K Hold
1,852
– – 0.07% 184
2021
Q3 		$437K Sell
1,852
-63
-3% -$15.4K 0.08% 176
2021
Q2 		$469K Buy
1,915
+26
+1% +$5.94K 0.08% 164
2021
Q1 		$412K Buy
1,889
+30
+2% +$6.67K 0.08% 171
2020
Q4 		$395K Hold
1,859
– – 0.08% 160
2020
Q3 		$350K Sell
1,859
-23
-1% -$4.24K 0.09% 164
2020
Q2 		$321K Hold
1,882
– – 0.09% 164
2020
Q1 		$233K Sell
1,882
-751
-29% -$104K 0.08% 174
2019
Q4 		$366K Buy
2,633
+89
+3% +$12K 0.1% 155
2019
Q3 		$343K Sell
2,544
-142
-5% -$20.1K 0.11% 155
2019
Q2 		$386K Buy
2,686
+265
+11% +$37.8K 0.13% 137
2019
Q1 		$336K Sell
2,421
-63
-3% -$8.39K 0.12% 146
2018
Q4 		$290K Buy
2,484
+470
+23% +$58.4K 0.13% 136
2018
Q3 		$283K Buy
2,014
+446
+28% +$63.2K 0.12% 152
2018
Q2 		$219K Buy
+1,568
New +$205K 0.12% 154

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 22.9% 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

Keystone Financial Group (Kentucky)'s FDN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,516 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #367.

Keystone Financial Group (Kentucky) first reported a position in FDN in Q2 2018 and has held it in 30 quarters since. The position peaked at $469K in Q2 2021. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 1,516 shares of First Trust Dow Jones Internet Index Fund ETF worth $401K as of Q2 2026.
  • Keystone Financial Group (Kentucky) 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 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #367 holding.
  • Keystone Financial Group (Kentucky) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and has held it in 30 quarters since.
  • Keystone Financial Group (Kentucky)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $469K in Q2 2021.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.