Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,331
Closed -$652K – 741
2025
Q3 		$652K Sell
2,331
-41
-2% -$11.2K ﹤0.01% 950
2025
Q2 		$639K Sell
2,372
-31
-1% -$7.45K ﹤0.01% 909
2025
Q1 		$534K Sell
2,403
-78
-3% -$19.2K ﹤0.01% 885
2024
Q4 		$603K Buy
2,481
+1,137
+85% +$266K ﹤0.01% 845
2024
Q3 		$285K Buy
1,344
+239
+22% +$47.9K ﹤0.01% 885
2024
Q2 		$226K Sell
1,105
-352
-24% -$70.7K ﹤0.01% 780
2024
Q1 		$299K Buy
1,457
+115
+9% +$22.7K ﹤0.01% 583
2023
Q4 		$250K Sell
1,342
-56
-4% -$9.36K ﹤0.01% 377
2023
Q3 		$223K Sell
1,398
-63
-4% -$10.5K ﹤0.01% 375
2023
Q2 		$238K Sell
1,461
-57
-4% -$8.56K ﹤0.01% 385
2023
Q1 		$224K Buy
+1,518
New +$210K ﹤0.01% 397
2022
Q3 		– Sell
-1,971
Closed -$250K – 402
2022
Q2 		$250K Sell
1,971
-29
-1% -$4.33K 0.01% 379
2022
Q1 		$376K Sell
2,000
-1,211
-38% -$231K 0.01% 364
2021
Q4 		$681K Buy
3,211
+1,177
+58% +$279K 0.02% 317
2021
Q3 		$480K Sell
2,034
-361
-15% -$88.3K 0.01% 356
2021
Q2 		$586K Sell
2,395
-561
-19% -$128K 0.01% 353
2021
Q1 		$645K Sell
2,956
-255
-8% -$56.7K 0.02% 328
2020
Q4 		$681K Sell
3,211
-4,375
-58% -$885K 0.02% 312
2020
Q3 		$1.43M Sell
7,586
-413
-5% -$76.2K 0.04% 222
2020
Q2 		$1.36M Sell
7,999
-1,775
-18% -$271K 0.04% 217
2020
Q1 		$1.21M Buy
9,774
+3,622
+59% +$502K 0.04% 221
2019
Q4 		$856K Buy
+6,152
New +$830K 0.02% 279

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's FDN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2025, closing a stake of 2,331 shares — an estimated $652K sold.

Kovitz Investment Group Partners first reported a position in FDN in Q4 2019 and held it in 22 quarters. The position peaked at $1.43M in Q3 2020. 604 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,331 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $652K.
  • Kovitz Investment Group Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 22 quarters.
  • Kovitz Investment Group Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.43M in Q3 2020.
  • 604 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.