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

Rockline 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	$598K	Hold	2,258	–	–	0.11%	67
2026 Q1	$528K	Hold	2,258	–	–	0.11%	63
2025 Q4	$608K	Hold	2,258	–	–	0.12%	61
2025 Q3	$632K	Hold	2,258	–	–	0.13%	61
2025 Q2	$608K	Sell	2,258 -11	-0.5%	-$2.65K	0.14%	62
2025 Q1	$504K	Sell	2,269 -49	-2%	-$12.1K	0.14%	64
2024 Q4	$564K	Sell	2,318 -769	-25%	-$180K	0.15%	67
2024 Q3	$654K	Hold	3,087	–	–	0.18%	66
2024 Q2	$633K	Hold	3,087	–	–	0.2%	65
2024 Q1	$633K	Hold	3,087	–	–	0.22%	67
2023 Q4	$576K	Buy	+3,087	New	+$516K	0.24%	67

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

Rockline Wealth Management's FDN Position: Q2 2026 in Review

Rockline Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 2,258 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #67.

Rockline Wealth Management first reported a position in FDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $654K in Q3 2024. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Rockline Wealth Management held 2,258 shares of First Trust Dow Jones Internet Index Fund ETF worth $598K as of Q2 2026.
Rockline 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 0.11% of Rockline Wealth Management's portfolio in Q2 2026, its #67 holding.
Rockline Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $654K in Q3 2024.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.