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 Q3	$404K	Buy	1,401 +870	+164%	+$246K	﹤0.01%	598
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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PPWM

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group's FDN Position: Q3 2026 in Review

Mather Group increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 164% in Q3 2026, buying an estimated $246K and bringing the position to 1,401 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Mather Group first reported a position in FDN in Q1 2024 and has held it in 9 quarters since. 123 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Mather Group held 1,401 shares of First Trust Dow Jones Internet Index Fund ETF worth $404K as of Q3 2026.
Mather Group bought 870 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $246K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #598 holding.
Mather Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 9 quarters since.
123 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.