Patten & Patten’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Patten & Patten’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	$211K	Buy	+797	New	+$210K	0.01%	340
2026 Q1	–	Sell	-797	Closed	-$215K	–	342
2025 Q4	$215K	Hold	797	–	–	0.01%	333
2025 Q3	$223K	Hold	797	–	–	0.01%	326
2025 Q2	$215K	Buy	+797	New	+$192K	0.01%	305
2021 Q4	–	Sell	-850	Closed	-$201K	–	282
2021 Q3	$201K	Buy	+850	New	+$208K	0.02%	270

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Patten & Patten's FDN Position: Q2 2026 in Review

Patten & Patten opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 797 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Patten & Patten previously reported a position in FDN as recently as Q4 2025.

Patten & Patten first reported a position in FDN in Q3 2021 and has held it in 5 quarters since. The position peaked at $223K in Q3 2025. 585 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Patten & Patten held 797 shares of First Trust Dow Jones Internet Index Fund ETF worth $211K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Patten & Patten position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #340 holding.
Patten & Patten first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and has held it in 5 quarters since.
Patten & Patten's First Trust Dow Jones Internet Index Fund ETF position peaked at $223K in Q3 2025.
585 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.