TFC Financial Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

TFC Financial 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	–	Sell	-9	Closed	-$2.11K	–	1051
2026 Q1	$2.11K	Hold	9	–	–	﹤0.01%	534
2025 Q4	$2.42K	Hold	9	–	–	﹤0.01%	516
2025 Q3	$2.52K	Hold	9	–	–	﹤0.01%	535
2025 Q2	$2.42K	Hold	9	–	–	﹤0.01%	490
2025 Q1	$2K	Buy	9 +4	+80%	+$986	﹤0.01%	491
2024 Q4	$1.22K	Hold	5	–	–	﹤0.01%	556
2024 Q3	$1.06K	Hold	5	–	–	﹤0.01%	584
2024 Q2	$1.02K	Hold	5	–	–	﹤0.01%	558
2024 Q1	$1.03K	Hold	5	–	–	﹤0.01%	549
2023 Q4	$933	Hold	5	–	–	﹤0.01%	518
2023 Q3	$799	Hold	5	–	–	﹤0.01%	548
2023 Q2	$815	Hold	5	–	–	﹤0.01%	531
2023 Q1	$740	Hold	5	–	–	﹤0.01%	541
2022 Q4	$616	Sell	5 -125	-96%	-$15.9K	﹤0.01%	496
2022 Q3	$16K	Buy	130 +125	+2,500%	+$17.4K	0.01%	265
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	463
2022 Q1	$1K	Buy	+5	New	+$953	﹤0.01%	477

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TFC Financial Management's FDN Position: Q2 2026 in Review

TFC Financial Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 9 shares — an estimated $2.11K sold.

TFC Financial Management first reported a position in FDN in Q1 2022 and held it in 17 quarters. The position peaked at $16K in Q3 2022. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

TFC Financial Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
TFC Financial Management sold 9 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.11K.
TFC Financial Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and held it in 17 quarters.
TFC Financial Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $16K in Q3 2022.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.