Petix & Botte Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Petix & Botte 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	$349K	Buy	1,318 +676	+105%	+$178K	0.07%	108
2026 Q1	$300K	Sell	642 -592	-48%	-$148K	0.07%	114
2025 Q4	$332K	Hold	1,234	–	–	0.08%	103
2025 Q3	$345K	Hold	1,234	–	–	0.08%	100
2025 Q2	$332K	Hold	1,234	–	–	0.08%	103
2025 Q1	$274K	Hold	1,234	–	–	0.07%	107
2024 Q4	$300K	Hold	1,234	–	–	0.08%	107
2024 Q3	$261K	Buy	1,234 +98	+9%	+$19.7K	0.07%	105
2024 Q2	$233K	Buy	+1,136	New	+$228K	0.07%	110
2022 Q1	–	Sell	-1,373	Closed	-$310K	–	120
2021 Q4	$310K	Buy	+1,373	New	+$325K	0.2%	65

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 $77.5B AUM 28.19% 1-Year Est. Return

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

Petix & Botte Financial's FDN Position: Q2 2026 in Review

Petix & Botte Financial increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 105% in Q2 2026, buying an estimated $178K and bringing the position to 1,318 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #108.

Petix & Botte Financial first reported a position in FDN in Q4 2021 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Petix & Botte Financial held 1,318 shares of First Trust Dow Jones Internet Index Fund ETF worth $349K as of Q2 2026.
Petix & Botte Financial bought 676 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $178K.
First Trust Dow Jones Internet Index Fund ETF made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #108 holding.
Petix & Botte Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.