Private Client Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Private Client Services’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 Q3	$235K	Sell	813 -78	-9%	-$22K	0.06%	206
2026 Q2	$236K	Sell	891 -1	-0.1%	-$264	0.06%	204
2026 Q1	$209K	Buy	+892	New	+$222K	0.06%	199
2025 Q2	–	Sell	-902	Closed	-$200K	–	211
2025 Q1	$200K	Sell	902 -518	-36%	-$128K	0.1%	183
2024 Q4	$345K	Buy	1,420 +193	+16%	+$45.1K	0.19%	107
2024 Q3	$260K	Buy	+1,227	New	+$246K	0.14%	138

Other funds holding FDN

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

ECM

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Private Client Services's FDN Position: Q3 2026 in Review

Private Client Services reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 8.8% in Q3 2026, selling an estimated $22K and leaving 813 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #206.

Private Client Services first reported a position in FDN in Q3 2024 and has held it in 6 quarters since. The position peaked at $345K in Q4 2024. 32 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Private Client Services held 813 shares of First Trust Dow Jones Internet Index Fund ETF worth $235K as of Q3 2026.
Private Client Services sold 78 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $22K.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #206 holding.
Private Client Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2024 and has held it in 6 quarters since.
Private Client Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $345K in Q4 2024.
32 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.