Rollins Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Rollins Financial Advisors’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	$419K	Sell	1,584 -315	-17%	-$83.1K	0.06%	123
2026 Q1	$444K	Sell	1,899 -1,125	-37%	-$280K	0.07%	109
2025 Q4	$814K	Buy	3,024 +601	+25%	+$165K	0.12%	70
2025 Q3	$678K	Buy	2,423 +946	+64%	+$259K	0.1%	72
2025 Q2	$398K	Buy	1,477 +176	+14%	+$42.3K	0.06%	92
2025 Q1	$289K	Hold	1,301	–	–	0.05%	102
2024 Q4	$316K	Sell	1,301 -342	-21%	-$79.9K	0.05%	101
2024 Q3	$348K	Sell	1,643 -485	-23%	-$97.3K	0.06%	97
2024 Q2	$436K	Sell	2,128 -211	-9%	-$42.4K	0.07%	78
2024 Q1	$480K	Buy	2,339 +905	+63%	+$179K	0.09%	72
2023 Q4	$268K	Buy	+1,434	New	+$240K	0.06%	87

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

Rollins Financial Advisors's FDN Position: Q2 2026 in Review

Rollins Financial Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 17% in Q2 2026, selling an estimated $83.1K and leaving 1,584 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #123.

Rollins Financial Advisors first reported a position in FDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $814K in Q4 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Rollins Financial Advisors held 1,584 shares of First Trust Dow Jones Internet Index Fund ETF worth $419K as of Q2 2026.
Rollins Financial Advisors sold 315 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $83.1K.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Rollins Financial Advisors's portfolio in Q2 2026, its #123 holding.
Rollins Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 11 quarters since.
Rollins Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $814K in Q4 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.