McKinley Carter Wealth Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

McKinley Carter Wealth Services’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	$584K	Hold	2,206	–	–	0.03%	223
2026 Q1	$516K	Hold	2,206	–	–	0.03%	217
2025 Q4	$594K	Sell	2,206 -301	-12%	-$82.5K	0.03%	210
2025 Q3	$702K	Hold	2,507	–	–	0.04%	195
2025 Q2	$675K	Hold	2,507	–	–	0.04%	185
2025 Q1	$557K	Hold	2,507	–	–	0.03%	198
2024 Q4	$610K	Sell	2,507 -113	-4%	-$26.4K	0.04%	185
2024 Q3	$555K	Hold	2,620	–	–	0.03%	198
2024 Q2	$537K	Sell	2,620 -657	-20%	-$132K	0.03%	200
2024 Q1	$672K	Hold	3,277	–	–	0.04%	183
2023 Q4	$611K	Sell	3,277 -943	-22%	-$158K	0.04%	184
2023 Q3	$674K	Sell	4,220 -1,169	-22%	-$194K	0.05%	173
2023 Q2	$878K	Sell	5,389 -540	-9%	-$81.1K	0.07%	155
2023 Q1	$877K	Sell	5,929 -150	-2%	-$20.7K	0.07%	154
2022 Q4	$749K	Sell	6,079 -226	-4%	-$28.7K	0.06%	165
2022 Q3	$796K	Hold	6,305	–	–	0.07%	146
2022 Q2	$801K	Sell	6,305 -200	-3%	-$29.9K	0.07%	151
2022 Q1	$1.22M	Buy	6,505 +140	+2%	+$26.7K	0.1%	129
2021 Q4	$1.44M	Sell	6,365 -657	-9%	-$156K	0.11%	127
2021 Q3	$1.66M	Buy	7,022 +134	+2%	+$32.8K	0.14%	112
2021 Q2	$1.69M	Sell	6,888 -1,441	-17%	-$329K	0.14%	110
2021 Q1	$1.82M	Buy	8,329 +581	+7%	+$129K	0.16%	113
2020 Q4	$1.65M	Buy	7,748 +5,478	+241%	+$1.11M	0.22%	99
2020 Q3	$428K	Hold	2,270	–	–	0.1%	104
2020 Q2	$387K	Sell	2,270 -235	-9%	-$35.9K	0.09%	106
2020 Q1	$310K	Sell	2,505 -500	-17%	-$69.3K	0.09%	114
2019 Q4	$418K	Hold	3,005	–	–	0.1%	119
2019 Q3	$405K	Buy	3,005 +120	+4%	+$16.9K	0.1%	119
2019 Q2	$415K	Hold	2,885	–	–	0.11%	114
2019 Q1	$401K	Buy	2,885 +1,000	+53%	+$133K	0.11%	112
2018 Q4	$220K	Buy	1,885 +280	+17%	+$34.8K	0.07%	138
2018 Q3	$227K	Hold	1,605	–	–	0.07%	149
2018 Q2	$221K	Buy	1,605 +105	+7%	+$13.8K	0.07%	151
2018 Q1	$181K	Buy	+1,500	New	+$182K	0.06%	163

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McKinley Carter Wealth Services's FDN Position: Q2 2026 in Review

McKinley Carter Wealth Services held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 2,206 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #223.

McKinley Carter Wealth Services first reported a position in FDN in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.82M in Q1 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

McKinley Carter Wealth Services held 2,206 shares of First Trust Dow Jones Internet Index Fund ETF worth $584K as of Q2 2026.
McKinley Carter Wealth Services left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #223 holding.
McKinley Carter Wealth Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and has held it in 34 quarters since.
McKinley Carter Wealth Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.82M in Q1 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.