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Means Investment Company’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Means Investment Company’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
Q1 		$483K Sell
2,066
-40
-2% -$9.97K 0.04% 128
2025
Q4 		$567K Sell
2,106
-103
-5% -$28.2K 0.05% 116
2025
Q3 		$618K Sell
2,209
-189
-8% -$51.8K 0.05% 116
2025
Q2 		$646K Sell
2,398
-46
-2% -$11.1K 0.06% 110
2025
Q1 		$543K Sell
2,444
-1,466
-37% -$361K 0.06% 117
2024
Q4 		$951K Sell
3,910
-21
-0.5% -$4.91K 0.1% 99
2024
Q3 		$833K Sell
3,931
-38
-1% -$7.62K 0.09% 99
2024
Q2 		$813K Sell
3,969
-764
-16% -$153K 0.1% 94
2024
Q1 		$971K Sell
4,733
-225
-5% -$44.4K 0.13% 91
2023
Q4 		$925K Sell
4,958
-506
-9% -$84.6K 0.13% 95
2023
Q3 		$872K Sell
5,464
-1,491
-21% -$248K 0.14% 98
2023
Q2 		$1.13M Sell
6,955
-736
-10% -$111K 0.18% 90
2023
Q1 		$1.14M Sell
7,691
-732
-9% -$101K 0.2% 89
2022
Q4 		$1.04M Sell
8,423
-1,749
-17% -$222K 0.21% 91
2022
Q3 		$1.28M Sell
10,172
-287
-3% -$40K 0.28% 74
2022
Q2 		$1.33M Sell
10,459
-228
-2% -$34.1K 0.28% 73
2022
Q1 		$2.01M Sell
10,687
-413
-4% -$78.7K 0.36% 61
2021
Q4 		$2.51M Sell
11,100
-138
-1% -$32.7K 0.44% 47
2021
Q3 		$2.65M Sell
11,238
-2
-0% -$489 0.52% 47
2021
Q2 		$2.75M Sell
11,240
-225
-2% -$51.4K 0.55% 42
2021
Q1 		$2.5M Buy
11,465
+7
+0.1% +$1.56K 0.57% 43
2020
Q4 		$2.76M Buy
11,458
+51
+0.4% +$10.3K 0.63% 34
2020
Q3 		$2.35M Sell
11,407
-207
-2% -$38.2K 0.64% 38
2020
Q2 		$2.09M Buy
11,614
+121
+1% +$18.5K 0.65% 36
2020
Q1 		$1.62M Sell
11,493
-91
-0.8% -$12.6K 0.63% 43
2019
Q4 		$1.72M Sell
11,584
-29
-0.2% -$3.91K 0.58% 49
2019
Q3 		$1.56M Buy
11,613
+360
+3% +$50.8K 0.59% 52
2019
Q2 		$1.67M Buy
11,253
+948
+9% +$135K 0.69% 49
2019
Q1 		$1.43M Buy
10,305
+5,987
+139% +$798K 0.63% 48
2018
Q4 		$504K Buy
+4,318
New +$537K 0.28% 76

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Means Investment Company's FDN Position: Q1 2026 in Review

Means Investment Company reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.9% in Q1 2026, selling an estimated $9.97K and leaving 2,066 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #128.

Means Investment Company first reported a position in FDN in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.76M in Q4 2020. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Means Investment Company held 2,066 shares of First Trust Dow Jones Internet Index Fund ETF worth $483K as of Q1 2026.
  • Means Investment Company sold 40 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $9.97K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #128 holding.
  • Means Investment Company first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.76M in Q4 2020.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.