Silver Oak Securities’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Silver Oak Securities’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	$716K	Buy	2,705 +145	+6%	+$38.3K	0.04%	363
2026 Q1	$599K	Sell	2,560 -192	-7%	-$47.9K	0.04%	377
2025 Q4	$747K	Buy	2,752 +1	+0%	+$274	0.05%	352
2025 Q3	$770K	Buy	2,751 +1,817	+195%	+$498K	0.06%	322
2025 Q2	$252K	Sell	934 -2	-0.2%	-$481	0.02%	587
2025 Q1	$209K	Buy	936 +43	+5%	+$10.6K	0.02%	585
2024 Q4	$219K	Buy	893 +25	+3%	+$5.84K	0.02%	574
2024 Q3	$184K	Sell	868 -5,978	-87%	-$1.2M	0.02%	499
2024 Q2	$1.4M	Buy	6,846 +5,637	+466%	+$1.13M	0.21%	102
2024 Q1	$248K	Sell	1,209 -7,225	-86%	-$1.43M	0.04%	336
2023 Q4	$1.57M	Buy	8,434 +3,045	+57%	+$509K	0.21%	112
2023 Q3	$860K	Buy	+5,389	New	+$896K	0.19%	101
2023 Q2	–	Sell	-2,124	Closed	-$314K	–	445
2023 Q1	$314K	Sell	2,124 -253	-11%	-$34.9K	0.05%	271
2022 Q4	$293K	Sell	2,377 -3,012	-56%	-$383K	0.06%	230
2022 Q3	$860K	Buy	+5,389	New	+$751K	0.19%	101

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

Silver Oak Securities's FDN Position: Q2 2026 in Review

Silver Oak Securities increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 5.7% in Q2 2026, buying an estimated $38.3K and bringing the position to 2,705 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #363.

Silver Oak Securities first reported a position in FDN in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q4 2023. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Silver Oak Securities held 2,705 shares of First Trust Dow Jones Internet Index Fund ETF worth $716K as of Q2 2026.
Silver Oak Securities bought 145 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $38.3K.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #363 holding.
Silver Oak Securities first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and has held it in 15 quarters since.
Silver Oak Securities's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.57M in Q4 2023.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.