Richmond Investment Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Richmond Investment 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 Q2	$617K	Sell	2,332 -2,315	-50%	-$611K	0.2%	69
2026 Q1	$1.09M	Sell	4,647 -485	-9%	-$121K	0.18%	85
2025 Q4	$1.38M	Sell	5,132 -274	-5%	-$75.1K	0.24%	64
2025 Q3	$1.51M	Buy	5,406 +28	+0.5%	+$7.67K	0.28%	56
2025 Q2	$1.45M	Buy	5,378 +2,976	+124%	+$715K	0.31%	55
2025 Q1	$534K	Sell	2,402 -512	-18%	-$126K	0.29%	57
2024 Q4	$709K	Buy	+2,914	New	+$681K	0.4%	45

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

Richmond Investment Services's FDN Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 50% in Q2 2026, selling an estimated $611K and leaving 2,332 shares worth $617K. The position accounts for 0.2% of the portfolio, ranked #69.

Richmond Investment Services first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 587 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Richmond Investment Services held 2,332 shares of First Trust Dow Jones Internet Index Fund ETF worth $617K as of Q2 2026.
Richmond Investment Services sold 2,315 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $611K.
First Trust Dow Jones Internet Index Fund ETF made up 0.2% of Richmond Investment Services's portfolio in Q2 2026, its #69 holding.
Richmond Investment Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.51M in Q3 2025.
587 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.