Root Financial Partners
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
Q3 		$3.46K Buy
+12
New +$3.39K ﹤0.01% 2380
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

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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's FDN Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2026: 12 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #2380 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FDN as recently as Q1 2026.

Root Financial Partners first reported a position in FDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.55K in Q1 2026. 532 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Root Financial Partners held 12 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.46K as of Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2380 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 3 quarters since.
  • Root Financial Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.55K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.