Lyell Wealth Management
FDN icon

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

Lyell 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
Q3 		$741K Sell
2,568
-41
-2% -$11.6K 0.04% 143
2026
Q2 		$691K Sell
2,609
-249
-9% -$65.7K 0.04% 144
2026
Q1 		$669K Sell
2,858
-401
-12% -$100K 0.05% 136
2025
Q4 		$877K Sell
3,259
-2,247
-41% -$616K 0.06% 121
2025
Q3 		$1.54M Sell
5,506
-241
-4% -$66K 0.11% 97
2025
Q2 		$1.55M Buy
5,747
+38
+0.7% +$9.14K 0.12% 98
2025
Q1 		$1.27M Buy
5,709
+107
+2% +$26.4K 0.12% 105
2024
Q4 		$1.36M Sell
5,602
-34
-0.6% -$7.95K 0.12% 107
2024
Q3 		$1.19M Buy
5,636
+275
+5% +$55.2K 0.11% 112
2024
Q2 		$1.1M Sell
5,361
-23
-0.4% -$4.62K 0.1% 109
2024
Q1 		$1.1M Sell
5,384
-1,071
-17% -$211K 0.11% 110
2023
Q4 		$1.2M Buy
6,455
+4,430
+219% +$741K 0.14% 106
2023
Q3 		$323K Sell
2,025
-30
-1% -$4.98K 0.04% 143
2023
Q2 		$335K Sell
2,055
-6
-0.3% -$901 0.04% 151
2023
Q1 		$305K Sell
2,061
-67
-3% -$9.25K 0.04% 164
2022
Q4 		$262K Buy
2,128
+60
+3% +$7.62K 0.04% 168
2022
Q3 		$261K Buy
2,068
+30
+1% +$4.18K 0.04% 163
2022
Q2 		$259K Buy
2,038
+50
+3% +$7.47K 0.04% 164
2022
Q1 		$374K Buy
1,988
+5
+0.3% +$953 0.05% 156
2021
Q4 		$448K Buy
1,983
+32
+2% +$7.58K 0.05% 140
2021
Q3 		$460K Buy
1,951
+60
+3% +$14.7K 0.06% 134
2021
Q2 		$463K Buy
1,891
+15
+0.8% +$3.43K 0.06% 140
2021
Q1 		$409K Buy
1,876
+177
+10% +$39.4K 0.06% 137
2020
Q4 		$361K Buy
1,699
+124
+8% +$25.1K 0.06% 129
2020
Q3 		$297K Sell
1,575
-185
-11% -$34.1K 0.06% 114
2020
Q2 		$300K Sell
1,760
-32
-2% -$4.88K 0.07% 107
2020
Q1 		$222K Sell
1,792
-135
-7% -$18.7K 0.07% 113
2019
Q4 		$268K Buy
1,927
+45
+2% +$6.07K 0.07% 111
2019
Q3 		$253K Buy
1,882
+125
+7% +$17.7K 0.08% 106
2019
Q2 		$253K Buy
1,757
+214
+14% +$30.5K 0.08% 110
2019
Q1 		$214K Buy
+1,543
New +$206K 0.07% 114

Other funds holding FDN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Tamar Securities
Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return

Lyell Wealth Management's FDN Position: Q3 2026 in Review

Lyell Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.6% in Q3 2026, selling an estimated $11.6K and leaving 2,568 shares worth $741K. The position accounts for 0.04% of the portfolio, ranked #143.

Lyell Wealth Management first reported a position in FDN in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.55M in Q2 2025. 402 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Lyell Wealth Management held 2,568 shares of First Trust Dow Jones Internet Index Fund ETF worth $741K as of Q3 2026.
  • Lyell Wealth Management sold 41 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $11.6K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Lyell Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 31 quarters since.
  • Lyell Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.55M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.