NPFS
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Novak & Powell Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Novak & Powell Financial Services’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
Q1 		$2.5M Sell
10,681
-642
-6% -$160K 1.35% 19
2025
Q4 		$3.05M Buy
11,323
+40
+0.4% +$11K 1.59% 15
2025
Q3 		$3.16M Hold
11,283
– – 1.66% 14
2025
Q2 		$3.04M Sell
11,283
-20
-0.2% -$4.81K 2.11% 12
2025
Q1 		$2.51M Sell
11,303
-50
-0.4% -$12.3K 1.56% 15
2024
Q4 		$2.76M Buy
11,353
+84
+0.7% +$19.6K 1.64% 16
2024
Q3 		$2.39M Sell
11,269
-493
-4% -$98.9K 1.38% 17
2024
Q2 		$2.41M Sell
11,762
-2
-0% -$401 1.5% 16
2024
Q1 		$2.41M Buy
11,764
+100
+0.9% +$19.7K 1.8% 11
2023
Q4 		$2.18M Buy
+11,664
New +$1.95M 1.45% 16

Other funds holding FDN

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return