Mather Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Mather Group’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	$141K	Buy	531 +157	+42%	+$41.4K	﹤0.01%	855
2026 Q1	$87.5K	Buy	+374	New	+$93.2K	﹤0.01%	926
2025 Q4	–	Sell	-374	Closed	-$105K	–	980
2025 Q3	$105K	Buy	+374	New	+$102K	﹤0.01%	762
2025 Q2	–	Sell	-374	Closed	-$83.1K	–	980
2025 Q1	$83.1K	Buy	374 +300	+405%	+$73.9K	﹤0.01%	793
2024 Q4	$18K	Hold	74	–	–	﹤0.01%	1110
2024 Q3	$15.7K	Hold	74	–	–	﹤0.01%	1105
2024 Q2	$15.2K	Hold	74	–	–	﹤0.01%	1329
2024 Q1	$13.8K	Buy	+74	New	+$14.6K	﹤0.01%	1132

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

Mather Group's FDN Position: Q2 2026 in Review

Mather Group increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 42% in Q2 2026, buying an estimated $41.4K and bringing the position to 531 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Mather Group first reported a position in FDN in Q1 2024 and has held it in 8 quarters since. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Mather Group held 531 shares of First Trust Dow Jones Internet Index Fund ETF worth $141K as of Q2 2026.
Mather Group bought 157 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $41.4K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #855 holding.
Mather Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 8 quarters since.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.