Robertson Stephens Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Robertson Stephens Wealth Management’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	$373K	Hold	1,408	–	–	0.01%	485
2026 Q1	$330K	Hold	1,408	–	–	0.01%	496
2025 Q4	$379K	Hold	1,408	–	–	0.01%	482
2025 Q3	$394K	Sell	1,408 -100	-7%	-$27.4K	0.01%	400
2025 Q2	$406K	Sell	1,508 -23	-2%	-$5.53K	0.01%	406
2025 Q1	$340K	Sell	1,531 -174	-10%	-$42.9K	0.01%	431
2024 Q4	$415K	Sell	1,705 -35	-2%	-$8.18K	0.01%	397
2024 Q3	$369K	Sell	1,740 -288	-14%	-$57.8K	0.01%	486
2024 Q2	$416K	Buy	2,028 +34	+2%	+$6.83K	0.02%	357
2024 Q1	$409K	Buy	+1,994	New	+$393K	0.02%	377

Other funds holding FDN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robertson Stephens Wealth Management's FDN Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,408 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #485.

Robertson Stephens Wealth Management first reported a position in FDN in Q1 2024 and has held it in 10 quarters since. The position peaked at $416K in Q2 2024. 301 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Robertson Stephens Wealth Management held 1,408 shares of First Trust Dow Jones Internet Index Fund ETF worth $373K as of Q2 2026.
Robertson Stephens Wealth Management 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 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #485 holding.
Robertson Stephens Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $416K in Q2 2024.
301 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.