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

Mosaic 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	$1.68M	Buy	6,343 +38	+0.6%	+$10K	1.07%	19
2026 Q1	$1.48M	Hold	6,305	–	–	1.05%	24
2025 Q4	$1.7M	Sell	6,305 -400	-6%	-$110K	1.16%	19
2025 Q3	$1.88M	Hold	6,705	–	–	1.34%	16
2025 Q2	$1.81M	Hold	6,705	–	–	1.38%	16
2025 Q1	$1.49M	Hold	6,705	–	–	1.21%	20
2024 Q4	$1.63M	Hold	6,705	–	–	1.17%	19
2024 Q3	$1.42M	Sell	6,705 -300	-4%	-$60.2K	1.01%	24
2024 Q2	$1.44M	Hold	7,005	–	–	1.03%	25
2024 Q1	$1.44M	Buy	+7,005	New	+$1.38M	1.15%	22

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 22.96% 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

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

Mosaic Financial Group increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.6% in Q2 2026, buying an estimated $10K and bringing the position to 6,343 shares worth $1.68M. The position accounts for 1.07% of the portfolio, ranked #19.

Mosaic Financial Group first reported a position in FDN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Mosaic Financial Group held 6,343 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.68M as of Q2 2026.
Mosaic Financial Group bought 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 1.07% of Mosaic Financial Group's portfolio in Q2 2026, its #19 holding.
Mosaic Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.88M in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.