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Rothschild Investment LLC’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Rothschild Investment LLC’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 		$529 Hold
2
– – ﹤0.01% 3250
2026
Q1 		$468 Hold
2
– – ﹤0.01% 3149
2025
Q4 		$538 Hold
2
– – ﹤0.01% 2904
2025
Q3 		$560 Hold
2
– – ﹤0.01% 2796
2025
Q2 		$539 Hold
2
– – ﹤0.01% 2719
2025
Q1 		$444 Hold
2
– – ﹤0.01% 2654
2024
Q4 		$486 Hold
2
– – ﹤0.01% 2540
2024
Q3 		$424 Hold
2
– – ﹤0.01% 2504
2024
Q2 		$410 Hold
2
– – ﹤0.01% 2138
2024
Q1 		$410 Hold
2
– – ﹤0.01% 1434
2023
Q4 		$373 Buy
+2
New +$334 ﹤0.01% 1245

Other funds holding FDN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rothschild Investment LLC's FDN Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 2 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Rothschild Investment LLC first reported a position in FDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $560 in Q3 2025. 345 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Rothschild Investment LLC held 2 shares of First Trust Dow Jones Internet Index Fund ETF worth $529 as of Q2 2026.
  • Rothschild Investment LLC 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 ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3250 holding.
  • Rothschild Investment LLC first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's First Trust Dow Jones Internet Index Fund ETF position peaked at $560 in Q3 2025.
  • 345 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.