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Oak Harvest Investment Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Oak Harvest Investment 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
Q2 		– Sell
-1,700
Closed -$398K – 178
2026
Q1 		$398K Buy
+1,700
New +$424K 0.04% 130

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WMP
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SEP
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SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PAG
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ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PGWA
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Oak Harvest Investment Services's FDN Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 1,700 shares — an estimated $398K sold.

Oak Harvest Investment Services first reported a position in FDN in Q1 2026 and held it in 1 quarter. The position peaked at $398K in Q1 2026. 202 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 1,700 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $398K.
  • Oak Harvest Investment Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2026 and held it in 1 quarter.
  • Oak Harvest Investment Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $398K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.