Oak Harbor Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Oak Harbor Wealth Partners’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	$300K	Hold	1,282	–	–	0.07%	169
2025 Q4	$345K	Hold	1,282	–	–	0.08%	163
2025 Q3	$359K	Hold	1,282	–	–	0.09%	159
2025 Q2	$345K	Hold	1,282	–	–	0.09%	160
2025 Q1	$285K	Hold	1,282	–	–	0.08%	170
2024 Q4	$312K	Hold	1,282	–	–	0.09%	141
2024 Q3	$272K	Hold	1,282	–	–	0.08%	149
2024 Q2	$263K	Hold	1,282	–	–	0.08%	139
2024 Q1	$263K	Hold	1,282	–	–	0.08%	146
2023 Q4	$239K	Hold	1,282	–	–	0.08%	148
2023 Q3	$205K	Hold	1,282	–	–	0.07%	161
2023 Q2	$209K	Buy	+1,282	New	+$193K	0.07%	165
2022 Q2	–	Sell	-1,382	Closed	-$260K	–	216
2022 Q1	$260K	Hold	1,382	–	–	0.09%	140
2021 Q4	$313K	Buy	+1,382	New	+$327K	0.11%	129

Other funds holding FDN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Harbor Wealth Partners's FDN Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 1,282 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #169.

Oak Harbor Wealth Partners first reported a position in FDN in Q4 2021 and has held it in 14 quarters since. The position peaked at $359K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Oak Harbor Wealth Partners held 1,282 shares of First Trust Dow Jones Internet Index Fund ETF worth $300K as of Q1 2026.
Oak Harbor Wealth Partners left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.07% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #169 holding.
Oak Harbor Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 14 quarters since.
Oak Harbor Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $359K in Q3 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.