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Root Financial Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Root Financial Partners’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
Q1 		$6.55K Buy
28
+16
+133% +$3.99K ﹤0.01% 1845
2025
Q4 		$3.23K Buy
+12
New +$3.29K ﹤0.01% 1886

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's FDN Position: Q1 2026 in Review

Root Financial Partners increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 133% in Q1 2026, buying an estimated $3.99K and bringing the position to 28 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Root Financial Partners first reported a position in FDN in Q4 2025 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Root Financial Partners held 28 shares of First Trust Dow Jones Internet Index Fund ETF worth $6.55K as of Q1 2026.
  • Root Financial Partners bought 16 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $3.99K.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1845 holding.
  • Root Financial Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.