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Pacific Sun Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Pacific Sun Financial’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 		$7.43M Sell
28,083
-570
-2% -$150K 3.07% 3
2026
Q1 		$6.71M Sell
28,653
-23
-0.1% -$5.73K 3.25% 2
2025
Q4 		$7.72M Sell
28,676
-374
-1% -$103K 3.72% 2
2025
Q3 		$8.13M Sell
29,050
-220
-0.8% -$60.3K 3.93% 2
2025
Q2 		$7.88M Sell
29,270
-85
-0.3% -$20.4K 4.12% 2
2025
Q1 		$6.52M Sell
29,355
-576
-2% -$142K 3.71% 2
2024
Q4 		$7.28M Sell
29,931
-60
-0.2% -$14K 3.97% 2
2024
Q3 		$6.35M Sell
29,991
-415
-1% -$83.3K 3.5% 2
2024
Q2 		$6.23M Sell
30,406
-444
-1% -$89.1K 3.69% 2
2024
Q1 		$6.33M Sell
30,850
-76
-0.2% -$15K 3.68% 2
2023
Q4 		$5.77M Sell
30,926
-488
-2% -$81.6K 3.64% 2
2023
Q3 		$5.01M Sell
31,414
-1,370
-4% -$228K 3.47% 2
2023
Q2 		$4.85M Buy
+32,784
New +$4.92M 3.24% 2
2022
Q4 		$4.06M Sell
32,954
-2,139
-6% -$272K 2.86% 3
2022
Q3 		$4.43M Sell
35,093
-1,126
-3% -$157K 3.11% 2
2022
Q2 		$4.6M Sell
36,219
-449
-1% -$67.1K 3.03% 2
2022
Q1 		$6.89M Buy
36,668
+105
+0.3% +$20K 3.77% 2
2021
Q4 		$8.27M Sell
36,563
-172
-0.5% -$40.7K 4.41% 1
2021
Q3 		$8.67M Buy
+36,735
New +$8.98M 4.98% 1
2020
Q3 		$7.09M Sell
37,648
-25
-0.1% -$4.61K 5.92% 1
2020
Q2 		$6.42M Sell
37,673
-133
-0.4% -$20.3K 5.79% 1
2020
Q1 		$4.68M Buy
37,806
+1,530
+4% +$212K 5.37% 1
2019
Q4 		$5.05M Buy
36,276
+384
+1% +$51.8K 4.45% 1
2019
Q3 		$4.83M Buy
35,892
+554
+2% +$78.3K 4.56% 1
2019
Q2 		$5.08M Buy
+35,338
New +$5.04M 4.86% 1
2018
Q2 		$4.49M Buy
31,963
+980
+3% +$128K 4.62% 1
2018
Q1 		$3.73M Buy
+30,983
New +$3.75M 4.93% 1

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Sun Financial's FDN Position: Q2 2026 in Review

Pacific Sun Financial reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2% in Q2 2026, selling an estimated $150K and leaving 28,083 shares worth $7.43M. The position accounts for 3.07% of the portfolio, ranked #3.

Pacific Sun Financial first reported a position in FDN in Q1 2018 and has held it in 27 quarters since. The position peaked at $8.67M in Q3 2021. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Pacific Sun Financial held 28,083 shares of First Trust Dow Jones Internet Index Fund ETF worth $7.43M as of Q2 2026.
  • Pacific Sun Financial sold 570 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $150K.
  • First Trust Dow Jones Internet Index Fund ETF made up 3.07% of Pacific Sun Financial's portfolio in Q2 2026, its #3 holding.
  • Pacific Sun Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and has held it in 27 quarters since.
  • Pacific Sun Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $8.67M in Q3 2021.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.