Lodestone Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Lodestone Wealth Management’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	$105K	Hold	395	–	–	0.04%	233
2026 Q1	$92.4K	Hold	395	–	–	0.04%	228
2025 Q4	$106K	Buy	+395	New	+$108K	0.04%	212

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 $77.5B AUM 28.19% 1-Year Est. Return

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

Lodestone Wealth Management's FDN Position: Q2 2026 in Review

Lodestone Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 395 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #233.

Lodestone Wealth Management first reported a position in FDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $106K in Q4 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Lodestone Wealth Management held 395 shares of First Trust Dow Jones Internet Index Fund ETF worth $105K as of Q2 2026.
Lodestone Wealth Management 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 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #233 holding.
Lodestone Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and has held it in 3 quarters since.
Lodestone Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $106K in Q4 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.