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Synergy Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Synergy Investment Management’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
Q1 		$63.9K Buy
+273
New +$68.1K 0.02% 253
2025
Q2 		– Sell
-361
Closed -$80.2K – 239
2025
Q1 		$80.2K Sell
361
-243
-40% -$59.9K 0.03% 181
2024
Q4 		$147K Buy
+604
New +$141K 0.06% 144

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synergy Investment Management's FDN Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026: 273 shares worth $63.9K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in FDN as recently as Q1 2025.

Synergy Investment Management first reported a position in FDN in Q4 2024 and has held it in 3 quarters since. The position peaked at $147K in Q4 2024. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Synergy Investment Management held 273 shares of First Trust Dow Jones Internet Index Fund ETF worth $63.9K as of Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Synergy Investment Management position in Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #253 holding.
  • Synergy Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $147K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.