Walkner Condon Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Walkner Condon Financial Advisors’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	$206K	Buy	+779	New	+$206K	0.02%	332
2026 Q1	–	Sell	-779	Closed	-$210K	–	330
2025 Q4	$210K	Hold	779	–	–	0.03%	296
2025 Q3	$218K	Hold	779	–	–	0.03%	280
2025 Q2	$210K	Buy	+779	New	+$187K	0.04%	265
2025 Q1	–	Sell	-1,303	Closed	-$317K	–	276
2024 Q4	$317K	Sell	1,303 -186	-12%	-$43.5K	0.06%	210
2024 Q3	$315K	Buy	1,489 +69	+5%	+$13.8K	0.06%	209
2024 Q2	$291K	Buy	1,420 +8	+0.6%	+$1.61K	0.06%	202
2024 Q1	$290K	Sell	1,412 -387	-22%	-$76.3K	0.06%	215
2023 Q4	$336K	Sell	1,799 -182	-9%	-$30.4K	0.08%	199
2023 Q3	$316K	Sell	1,981 -198	-9%	-$32.9K	0.08%	181
2023 Q2	$355K	Sell	2,179 -292	-12%	-$43.8K	0.09%	163
2023 Q1	$365K	Hold	2,471	–	–	0.1%	155
2022 Q4	$304K	Hold	2,471	–	–	0.09%	163
2022 Q3	$312K	Sell	2,471 -723	-23%	-$101K	0.1%	159
2022 Q2	$406K	Buy	3,194 +153	+5%	+$22.9K	0.13%	142
2022 Q1	$571K	Buy	+3,041	New	+$579K	0.16%	115
2021 Q2	–	Sell	-4,348	Closed	-$948K	–	169
2021 Q1	$948K	Buy	+4,348	New	+$967K	0.37%	63
2020 Q4	–	Sell	-4,424	Closed	-$833K	–	139
2020 Q3	$833K	Sell	4,424 -202	-4%	-$37.3K	0.45%	50
2020 Q2	$789K	Buy	+4,626	New	+$706K	0.69%	25

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 $77.5B AUM 28.19% 1-Year Est. Return

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

Walkner Condon Financial Advisors's FDN Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 779 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in FDN as recently as Q4 2025.

Walkner Condon Financial Advisors first reported a position in FDN in Q2 2020 and has held it in 19 quarters since. The position peaked at $948K in Q1 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Walkner Condon Financial Advisors held 779 shares of First Trust Dow Jones Internet Index Fund ETF worth $206K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Walkner Condon Financial Advisors position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #332 holding.
Walkner Condon Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 19 quarters since.
Walkner Condon Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $948K in Q1 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.