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

Keystone 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	$321K	Hold	1,214	–	–	0.06%	248
2026 Q1	$284K	Sell	1,214 -2,173	-64%	-$542K	0.06%	250
2025 Q4	$912K	Sell	3,387 -102	-3%	-$28K	0.19%	98
2025 Q3	$976K	Buy	+3,489	New	+$956K	0.21%	112
2025 Q2	–	Sell	-1,214	Closed	-$270K	–	283
2025 Q1	$270K	Hold	1,214	–	–	0.07%	221
2024 Q4	$295K	Hold	1,214	–	–	0.08%	209
2024 Q3	$257K	Hold	1,214	–	–	0.07%	216
2024 Q2	$249K	Hold	1,214	–	–	0.08%	202
2024 Q1	$249K	Hold	1,214	–	–	0.08%	187
2023 Q4	$226K	Buy	+1,214	New	+$203K	0.08%	196
2022 Q2	–	Sell	-1,902	Closed	-$357K	–	174
2022 Q1	$357K	Sell	1,902 -23	-1%	-$4.38K	0.14%	118
2021 Q4	$435K	Buy	+1,925	New	+$456K	0.18%	102

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

Keystone Wealth Services's FDN Position: Q2 2026 in Review

Keystone Wealth Services held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,214 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #248.

Keystone Wealth Services first reported a position in FDN in Q4 2021 and has held it in 12 quarters since. The position peaked at $976K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Keystone Wealth Services held 1,214 shares of First Trust Dow Jones Internet Index Fund ETF worth $321K as of Q2 2026.
Keystone Wealth Services 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 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #248 holding.
Keystone Wealth Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 12 quarters since.
Keystone Wealth Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $976K 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 Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.