Security National Bank’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Security National Bank’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	$131K	Hold	495	–	–	0.02%	177
2026 Q1	$116K	Hold	495	–	–	0.02%	175
2025 Q4	$133K	Hold	495	–	–	0.02%	165
2025 Q3	$139K	Hold	495	–	–	0.02%	168
2025 Q2	$133K	Hold	495	–	–	0.02%	146
2025 Q1	$110K	Hold	495	–	–	0.02%	160
2024 Q4	$120K	Hold	495	–	–	0.02%	145
2024 Q3	$105K	Hold	495	–	–	0.01%	146
2024 Q2	$101K	Hold	495	–	–	0.01%	145
2024 Q1	$102K	Hold	495	–	–	0.02%	145
2023 Q4	$92.3K	Buy	+495	New	+$82.7K	0.02%	151
2022 Q1	–	Sell	-938	Closed	-$212K	–	109
2021 Q4	$212K	Hold	938	–	–	0.05%	103
2021 Q3	$221K	Hold	938	–	–	0.06%	94
2021 Q2	$230K	Hold	938	–	–	0.06%	91
2021 Q1	$205K	Buy	+938	New	+$209K	0.06%	92

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Security National Bank's FDN Position: Q2 2026 in Review

Security National Bank held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 495 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #177.

Security National Bank first reported a position in FDN in Q1 2021 and has held it in 15 quarters since. The position peaked at $230K in Q2 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Security National Bank held 495 shares of First Trust Dow Jones Internet Index Fund ETF worth $131K as of Q2 2026.
Security National Bank 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 0.02% of Security National Bank's portfolio in Q2 2026, its #177 holding.
Security National Bank first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and has held it in 15 quarters since.
Security National Bank's First Trust Dow Jones Internet Index Fund ETF position peaked at $230K in Q2 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.