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Sowell Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sowell Financial Services’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 		$2.36M Buy
8,919
+160
+2% +$42.2K 0.08% 276
2026
Q1 		$2.05M Sell
8,759
-481
-5% -$120K 0.08% 279
2025
Q4 		$2.49M Buy
9,240
+57
+0.6% +$15.6K 0.09% 227
2025
Q3 		$2.57M Sell
9,183
-169
-2% -$46.3K 0.1% 219
2025
Q2 		$2.52M Buy
9,352
+176
+2% +$42.3K 0.1% 205
2025
Q1 		$2.04M Buy
+9,176
New +$2.26M 0.09% 232
2024
Q2 		– Sell
-10,098
Closed -$2.07M – 536
2024
Q1 		$2.07M Buy
+10,098
New +$1.99M 0.1% 231
2023
Q2 		– Sell
-7,311
Closed -$1.08M – 641
2023
Q1 		$1.08M Buy
+7,311
New +$1.01M 0.08% 282
2021
Q2 		– Sell
-9,250
Closed -$2.01M – 1244
2021
Q1 		$2.01M Sell
9,250
-446
-5% -$99.2K 0.07% 243
2020
Q4 		$2.06M Buy
9,696
+622
+7% +$126K 0.09% 201
2020
Q3 		$1.71M Sell
9,074
-1,261
-12% -$233K 0.09% 202
2020
Q2 		$1.76M Buy
10,335
+764
+8% +$117K 0.1% 190
2020
Q1 		$1.18M Buy
9,571
+953
+11% +$132K 0.09% 225
2019
Q4 		$1.2M Sell
8,618
-3,702
-30% -$500K 0.09% 225
2019
Q3 		$1.66M Buy
+12,320
New +$1.74M 0.14% 159
2019
Q1 		$1.86M Buy
13,383
+601
+5% +$80.1K 0.21% 108
2018
Q4 		$1.49M Buy
+12,782
New +$1.59M 0.21% 104

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's FDN Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.8% in Q2 2026, buying an estimated $42.2K and bringing the position to 8,919 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #276.

Sowell Financial Services first reported a position in FDN in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.57M in Q3 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Sowell Financial Services held 8,919 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.36M as of Q2 2026.
  • Sowell Financial Services bought 160 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $42.2K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #276 holding.
  • Sowell Financial Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 17 quarters since.
  • Sowell Financial Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.57M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.