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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
Q2 		$72.3K Hold
273
– – 0.02% 323
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

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

Synergy Investment Management's FDN Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 273 shares worth $72.3K. The position accounts for 0.02% of the portfolio, ranked #323.

Synergy Investment Management first reported a position in FDN in Q4 2024 and has held it in 4 quarters since. The position peaked at $147K in Q4 2024. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Synergy Investment Management held 273 shares of First Trust Dow Jones Internet Index Fund ETF worth $72.3K as of Q2 2026.
  • Synergy Investment Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #323 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 4 quarters since.
  • Synergy Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $147K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.