MMBG Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

MMBG Investment Advisors’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	$712K	Hold	2,691	–	–	0.06%	119
2026 Q1	$630K	Hold	2,691	–	–	0.06%	123
2025 Q4	$724K	Buy	2,691 +1,621	+151%	+$444K	0.06%	120
2025 Q3	$299K	Hold	1,070	–	–	0.03%	168
2025 Q2	$288K	Hold	1,070	–	–	0.03%	165
2025 Q1	$238K	Hold	1,070	–	–	0.03%	163
2024 Q4	$260K	Hold	1,070	–	–	0.03%	156
2024 Q3	$227K	Hold	1,070	–	–	0.02%	159
2024 Q2	$219K	Hold	1,070	–	–	0.02%	150
2024 Q1	$219K	Buy	+1,070	New	+$211K	0.02%	157

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

MMBG Investment Advisors's FDN Position: Q2 2026 in Review

MMBG Investment Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 2,691 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #119.

MMBG Investment Advisors first reported a position in FDN in Q1 2024 and has held it in 10 quarters since. The position peaked at $724K in Q4 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

MMBG Investment Advisors held 2,691 shares of First Trust Dow Jones Internet Index Fund ETF worth $712K as of Q2 2026.
MMBG Investment Advisors 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 0.06% of MMBG Investment Advisors's portfolio in Q2 2026, its #119 holding.
MMBG Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 10 quarters since.
MMBG Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $724K in Q4 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.