Modera Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Modera Wealth Management’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	$255K	Hold	964	–	–	﹤0.01%	587
2026 Q1	$226K	Hold	964	–	–	﹤0.01%	588
2025 Q4	$259K	Hold	964	–	–	﹤0.01%	574
2025 Q3	$270K	Buy	964 +91	+10%	+$24.9K	﹤0.01%	563
2025 Q2	$235K	Buy	+873	New	+$210K	﹤0.01%	589
2025 Q1	–	Sell	-873	Closed	-$212K	–	619
2024 Q4	$212K	Buy	+873	New	+$204K	﹤0.01%	585
2022 Q1	–	Sell	-1,190	Closed	-$269K	–	437
2021 Q4	$269K	Buy	1,190 +225	+23%	+$53.3K	0.01%	451
2021 Q3	$228K	Hold	965	–	–	0.01%	241
2021 Q2	$236K	Hold	965	–	–	0.01%	208
2021 Q1	$211K	Hold	965	–	–	0.01%	217
2020 Q4	$205K	Buy	+965	New	+$195K	0.02%	224

Other funds holding FDN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Modera Wealth Management's FDN Position: Q2 2026 in Review

Modera Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 964 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Modera Wealth Management first reported a position in FDN in Q4 2020 and has held it in 11 quarters since. The position peaked at $270K in Q3 2025. 370 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Modera Wealth Management held 964 shares of First Trust Dow Jones Internet Index Fund ETF worth $255K as of Q2 2026.
Modera Wealth Management 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 ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #587 holding.
Modera Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 11 quarters since.
Modera Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $270K in Q3 2025.
370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.