PFGIA
FDN icon

Patriot Financial Group Insurance Agency’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,152
Closed -$270K – 555
2026
Q1 		$270K Buy
+1,152
New +$287K 0.02% 594
2025
Q3 		– Sell
-1,673
Closed -$451K – 524
2025
Q2 		$451K Sell
1,673
-9
-0.5% -$2.16K 0.05% 331
2025
Q1 		$374K Sell
1,682
-42
-2% -$10.4K 0.05% 343
2024
Q4 		$419K Sell
1,724
-1,725
-50% -$403K 0.06% 312
2024
Q3 		$731K Sell
3,449
-35
-1% -$7.02K 0.1% 226
2024
Q2 		$714K Buy
3,484
+169
+5% +$33.9K 0.11% 210
2024
Q1 		$680K Buy
3,315
+588
+22% +$116K 0.11% 211
2023
Q4 		$509K Buy
2,727
+1,256
+85% +$210K 0.1% 245
2023
Q3 		$235K Buy
1,471
+53
+4% +$8.81K 0.05% 382
2023
Q2 		$231K Buy
1,418
+37
+3% +$5.56K 0.04% 393
2023
Q1 		$204K Buy
+1,381
New +$191K 0.04% 422
2022
Q3 		– Sell
-1,054
Closed -$134K – 911
2022
Q2 		$134K Buy
1,054
+39
+4% +$5.83K 0.03% 470
2022
Q1 		$191K Sell
1,015
-98
-9% -$18.7K 0.03% 419
2021
Q4 		$252K Sell
1,113
-151
-12% -$35.8K 0.04% 396
2021
Q3 		$298K Sell
1,264
-31
-2% -$7.58K 0.05% 340
2021
Q2 		$317K Buy
1,295
+29
+2% +$6.63K 0.06% 326
2021
Q1 		$276K Buy
1,266
+7
+0.6% +$1.56K 0.06% 307
2020
Q4 		$267K Buy
1,259
+272
+28% +$55K 0.07% 281
2020
Q3 		$186K Buy
987
+17
+2% +$3.14K 0.06% 275
2020
Q2 		$165K Sell
970
-3
-0.3% -$458 0.06% 266
2020
Q1 		$120K Buy
973
+97
+11% +$13.5K 0.05% 293
2019
Q4 		$122K Buy
876
+119
+16% +$16.1K 0.05% 307
2019
Q3 		$102K Buy
757
+19
+3% +$2.68K 0.05% 304
2019
Q2 		$108K Buy
738
+417
+130% +$59.5K 0.05% 297
2019
Q1 		$45K Buy
321
+72
+29% +$9.59K 0.02% 405
2018
Q4 		$29K Buy
249
+91
+58% +$11.3K 0.02% 409
2018
Q3 		$22K Buy
+158
New +$22.4K 0.01% 467
2017
Q3 		– Sell
-150
Closed -$14K – 921
2017
Q2 		$14K Hold
150
– – 0.01% 459
2017
Q1 		$13K Buy
+150
New +$12.9K 0.01% 447

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 $77.5B AUM 28.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FDN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 1,152 shares — an estimated $270K sold.

Patriot Financial Group Insurance Agency first reported a position in FDN in Q1 2017 and held it in 29 quarters. The position peaked at $731K in Q3 2024. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,152 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $270K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and held it in 29 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Dow Jones Internet Index Fund ETF position peaked at $731K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.