QTR Family Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

QTR Family Wealth’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	$744K	Sell	2,811 -37	-1%	-$9.77K	0.26%	82
2026 Q1	$721K	Sell	2,848 -29	-1%	-$7.23K	0.3%	76
2025 Q4	$714K	Sell	2,877 -197	-6%	-$54K	0.31%	74
2025 Q3	$860K	Sell	3,074 -148	-5%	-$40.6K	0.41%	50
2025 Q2	$868K	Sell	3,222 -41	-1%	-$9.86K	0.54%	42
2025 Q1	$725K	Buy	+3,263	New	+$804K	0.55%	44

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 22.9% 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

QTR Family Wealth's FDN Position: Q2 2026 in Review

QTR Family Wealth reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.3% in Q2 2026, selling an estimated $9.77K and leaving 2,811 shares worth $744K. The position accounts for 0.26% of the portfolio, ranked #82.

QTR Family Wealth first reported a position in FDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $868K in Q2 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

QTR Family Wealth held 2,811 shares of First Trust Dow Jones Internet Index Fund ETF worth $744K as of Q2 2026.
QTR Family Wealth sold 37 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $9.77K.
First Trust Dow Jones Internet Index Fund ETF made up 0.26% of QTR Family Wealth's portfolio in Q2 2026, its #82 holding.
QTR Family Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $868K in Q2 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.