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

Mowery & Schoenfeld 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	$44.2K	Buy	+167	New	+$44.1K	0.06%	146

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FDN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 167 shares worth $44.2K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings.

583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 167 shares of First Trust Dow Jones Internet Index Fund ETF worth $44.2K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #146 holding.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.