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Summit Financial Strategies’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Summit Financial Strategies’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 		$210K Buy
+795
New +$210K 0.01% 155
2026
Q1 		– Sell
-795
Closed -$214K – 173
2025
Q4 		$214K Hold
795
– – 0.02% 148
2025
Q3 		$222K Hold
795
– – 0.02% 135
2025
Q2 		$214K Buy
+795
New +$191K 0.02% 138

Other funds holding FDN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Summit Financial Strategies's FDN Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 795 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in FDN as recently as Q4 2025.

Summit Financial Strategies first reported a position in FDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $222K in Q3 2025. 370 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Summit Financial Strategies held 795 shares of First Trust Dow Jones Internet Index Fund ETF worth $210K as of Q2 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Summit Financial Strategies position in Q2 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #155 holding.
  • Summit Financial Strategies first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial Strategies's First Trust Dow Jones Internet Index Fund ETF position peaked at $222K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.