Mullooly Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Mullooly Asset 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 Q3	$591K	Sell	2,050 -175	-8%	-$49.5K	0.18%	32
2026 Q2	$589K	Hold	2,225	–	–	0.18%	33
2026 Q1	$521K	Hold	2,225	–	–	0.19%	32
2025 Q4	$599K	Hold	2,225	–	–	0.22%	28
2025 Q3	$623K	Hold	2,225	–	–	0.24%	27
2025 Q2	$599K	Hold	2,225	–	–	0.25%	26
2025 Q1	$494K	Buy	+2,225	New	+$548K	0.22%	29

Other funds holding FDN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mullooly Asset Management's FDN Position: Q3 2026 in Review

Mullooly Asset Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 7.9% in Q3 2026, selling an estimated $49.5K and leaving 2,050 shares worth $591K. The position accounts for 0.18% of the portfolio, ranked #32.

Mullooly Asset Management first reported a position in FDN in Q1 2025 and has held it in 7 quarters since. The position peaked at $623K in Q3 2025. 351 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Mullooly Asset Management held 2,050 shares of First Trust Dow Jones Internet Index Fund ETF worth $591K as of Q3 2026.
Mullooly Asset Management sold 175 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $49.5K.
First Trust Dow Jones Internet Index Fund ETF made up 0.18% of Mullooly Asset Management's portfolio in Q3 2026, its #32 holding.
Mullooly Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and has held it in 7 quarters since.
Mullooly Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $623K in Q3 2025.
351 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.