RFP
FDN icon

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
Q2 		– Sell
-28
Closed -$6.55K – 1344
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Root Financial Partners's FDN Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 28 shares — an estimated $6.55K sold.

Root Financial Partners first reported a position in FDN in Q4 2025 and held it in 2 quarters. The position peaked at $6.55K in Q1 2026. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 28 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $6.55K.
  • Root Financial Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.55K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.