Perennial Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Perennial Investment Advisors’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	$955K	Hold	3,607	–	–	0.06%	222
2026 Q1	$844K	Buy	3,607 +3	+0.1%	+$748	0.07%	214
2025 Q4	$970K	Buy	3,604 +15	+0.4%	+$4.11K	0.08%	192
2025 Q3	$1M	Hold	3,589	–	–	0.08%	181
2025 Q2	$967K	Buy	3,589 +435	+14%	+$105K	0.09%	181
2025 Q1	$701K	Buy	3,154 +5	+0.2%	+$1.23K	0.08%	196
2024 Q4	$766K	Sell	3,149 -9	-0.3%	-$2.1K	0.09%	178
2024 Q3	$669K	Buy	3,158 +76	+2%	+$15.2K	0.09%	176
2024 Q2	$632K	Hold	3,082	–	–	0.09%	170
2024 Q1	$632K	Hold	3,082	–	–	0.1%	167
2023 Q4	$575K	Hold	3,082	–	–	0.1%	165
2023 Q3	$492K	Hold	3,082	–	–	0.09%	176
2023 Q2	$502K	Sell	3,082 -59	-2%	-$8.86K	0.09%	177
2023 Q1	$464K	Buy	+3,141	New	+$434K	0.09%	183

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

Perennial Investment Advisors's FDN Position: Q2 2026 in Review

Perennial Investment Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 3,607 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #222.

Perennial Investment Advisors first reported a position in FDN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1M in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Perennial Investment Advisors held 3,607 shares of First Trust Dow Jones Internet Index Fund ETF worth $955K as of Q2 2026.
Perennial Investment Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #222 holding.
Perennial Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and has held it in 14 quarters since.
Perennial Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1M in Q3 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.