MFG
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Merit Financial Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Merit Financial 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
Q2 		$327K Sell
1,236
-291
-19% -$76.8K ﹤0.01% 1761
2026
Q1 		$357K Sell
1,527
-22
-1% -$5.48K ﹤0.01% 1564
2025
Q4 		$417K Buy
1,549
+679
+78% +$186K ﹤0.01% 1398
2025
Q3 		$243K Sell
870
-309
-26% -$84.7K ﹤0.01% 1552
2025
Q2 		$318K Buy
1,179
+238
+25% +$57.2K ﹤0.01% 1313
2025
Q1 		$209K Sell
941
-4
-0.4% -$986 ﹤0.01% 1279
2024
Q4 		$230K Sell
945
-139
-13% -$32.5K ﹤0.01% 1041
2024
Q3 		$230K Buy
+1,084
New +$217K 0.01% 752
2024
Q2 		– Sell
-1,217
Closed -$245K – 925
2024
Q1 		$245K Sell
1,217
-10,762
-90% -$2.12M 0.01% 770
2023
Q4 		$2.23M Buy
+11,979
New +$2M 0.07% 185
2023
Q3 		– Sell
-11,442
Closed -$1.86M – 755
2023
Q2 		$1.86M Buy
+11,442
New +$1.72M 0.06% 231
2019
Q4 		– Sell
-12,705
Closed -$1.71M – 237
2019
Q3 		$1.71M Buy
+12,705
New +$1.79M 0.19% 28

Other funds holding FDN

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
MIA
MeadowBrook Investment Advisors Livonia, Michigan $126M AUM 25.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Merit Financial Group's FDN Position: Q2 2026 in Review

Merit Financial Group reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 19% in Q2 2026, selling an estimated $76.8K and leaving 1,236 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Merit Financial Group first reported a position in FDN in Q3 2019 and has held it in 12 quarters since. The position peaked at $2.23M in Q4 2023. 108 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Merit Financial Group held 1,236 shares of First Trust Dow Jones Internet Index Fund ETF worth $327K as of Q2 2026.
  • Merit Financial Group sold 291 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $76.8K.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1761 holding.
  • Merit Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and has held it in 12 quarters since.
  • Merit Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.23M in Q4 2023.
  • 108 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.