McDonald Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

McDonald Partners’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	$17.2K	Buy	+65	New	+$17.2K	﹤0.01%	424
2022 Q3	–	Sell	-1,893	Closed	-$240K	–	233
2022 Q2	$240K	Sell	1,893 -430	-19%	-$64.3K	0.06%	260
2022 Q1	$436K	Buy	+2,323	New	+$443K	0.1%	216
2021 Q4	–	Sell	-2,763	Closed	-$652K	–	600
2021 Q3	$652K	Sell	2,763 -58	-2%	-$14.2K	0.15%	161
2021 Q2	$691K	Buy	2,821 +9	+0.3%	+$2.06K	0.16%	154
2021 Q1	$613K	Buy	2,812 +113	+4%	+$25.1K	0.16%	155
2020 Q4	$573K	Buy	+2,699	New	+$546K	0.16%	152

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

McDonald Partners's FDN Position: Q2 2026 in Review

McDonald Partners opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 65 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: McDonald Partners previously reported a position in FDN as recently as Q2 2022.

McDonald Partners first reported a position in FDN in Q4 2020 and has held it in 7 quarters since. The position peaked at $691K in Q2 2021. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

McDonald Partners held 65 shares of First Trust Dow Jones Internet Index Fund ETF worth $17.2K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new McDonald Partners position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #424 holding.
McDonald Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $691K in Q2 2021.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.