LRI Investments’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

LRI Investments’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	$26.5K	Hold	100	–	–	﹤0.01%	692
2026 Q1	$23.4K	Hold	100	–	–	﹤0.01%	656
2025 Q4	$26.9K	Hold	100	–	–	﹤0.01%	646
2025 Q3	$28K	Hold	100	–	–	﹤0.01%	648
2025 Q2	$26.9K	Hold	100	–	–	﹤0.01%	649
2025 Q1	$22.2K	Hold	100	–	–	﹤0.01%	651
2024 Q4	$24.3K	Hold	100	–	–	﹤0.01%	635
2024 Q3	$23.6K	Hold	100	–	–	﹤0.01%	625
2024 Q2	$20.5K	Hold	100	–	–	﹤0.01%	599
2024 Q1	$20.5K	Buy	+100	New	+$19.7K	0.01%	374

Other funds holding FDN

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return