Southland Equity Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Southland Equity 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	$9.13M	Buy	31,668 +247	+0.8%	+$69.8K	1.57%	11
2026 Q2	$8.32M	Sell	31,421 -23	-0.1%	-$6.07K	1.46%	13
2026 Q1	$7.36M	Buy	31,444 +226	+0.7%	+$56.3K	1.43%	13
2025 Q4	$8.4M	Sell	31,218 -189	-0.6%	-$51.8K	1.66%	10
2025 Q3	$8.79M	Sell	31,407 -605	-2%	-$166K	1.78%	10
2025 Q2	$8.62M	Sell	32,012 -297	-0.9%	-$71.4K	1.89%	10
2025 Q1	$7.18M	Sell	32,309 -541	-2%	-$133K	1.67%	13
2024 Q4	$7.99M	Sell	32,850 -678	-2%	-$158K	1.86%	10
2024 Q3	$7.1M	Sell	33,528 -240	-0.7%	-$48.1K	1.73%	11
2024 Q2	$6.92M	Sell	33,768 -1,507	-4%	-$303K	1.98%	10
2024 Q1	$7.23M	Sell	35,275 -683	-2%	-$135K	2.03%	10
2023 Q4	$6.71M	Sell	35,958 -1,820	-5%	-$304K	2.1%	10
2023 Q3	$6.03M	Buy	37,778 +383	+1%	+$63.6K	2.07%	10
2023 Q2	$6.1M	Buy	37,395 +619	+2%	+$92.9K	2.06%	10
2023 Q1	$5.44M	Buy	36,776 +521	+1%	+$72K	2.14%	10
2022 Q4	$4.46M	Sell	36,255 -777	-2%	-$98.7K	1.72%	11
2022 Q3	$4.67M	Sell	37,032 -920	-2%	-$128K	2.3%	10
2022 Q2	$4.82M	Sell	37,952 -4,493	-11%	-$671K	2.2%	10
2022 Q1	$7.97M	Sell	42,445 -198	-0.5%	-$37.7K	3.32%	7
2021 Q4	$9.64M	Buy	42,643 +827	+2%	+$196K	3.95%	7
2021 Q3	$9.86M	Buy	41,816 +4,617	+12%	+$1.13M	4.53%	6
2021 Q2	$9.11M	Buy	37,199 +6,205	+20%	+$1.42M	4.3%	6
2021 Q1	$6.76M	Buy	30,994 +7,574	+32%	+$1.68M	3.84%	7
2020 Q4	$4.97M	Buy	+23,420	New	+$4.74M	3.35%	6

Other funds holding FDN

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Southland Equity Partners's FDN Position: Q3 2026 in Review

Southland Equity Partners increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.79% in Q3 2026, buying an estimated $69.8K and bringing the position to 31,668 shares worth $9.13M. The position accounts for 1.57% of the portfolio, ranked #11.

Southland Equity Partners first reported a position in FDN in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.86M in Q3 2021. 67 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Southland Equity Partners held 31,668 shares of First Trust Dow Jones Internet Index Fund ETF worth $9.13M as of Q3 2026.
Southland Equity Partners bought 247 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $69.8K.
First Trust Dow Jones Internet Index Fund ETF made up 1.57% of Southland Equity Partners's portfolio in Q3 2026, its #11 holding.
Southland Equity Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 24 quarters since.
Southland Equity Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $9.86M in Q3 2021.
67 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.