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 Q2	$537K	Sell	2,028 -38	-2%	-$10K	0.04%	129
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

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 22.9% 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

Means Investment Company's FDN Position: Q2 2026 in Review

Means Investment Company reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.8% in Q2 2026, selling an estimated $10K and leaving 2,028 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #129.

Means Investment Company first reported a position in FDN in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.76M in Q4 2020. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Means Investment Company held 2,028 shares of First Trust Dow Jones Internet Index Fund ETF worth $537K as of Q2 2026.
Means Investment Company sold 38 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $10K.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Means Investment Company's portfolio in Q2 2026, its #129 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 31 quarters since.
Means Investment Company's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.76M in Q4 2020.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.