Welch & Forbes’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Welch & Forbes’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	$213K	Buy	+805	New	+$212K	﹤0.01%	377
2026 Q1	–	Sell	-805	Closed	-$217K	–	373
2025 Q4	$217K	Hold	805	–	–	﹤0.01%	363
2025 Q3	$225K	Hold	805	–	–	﹤0.01%	362
2025 Q2	$217K	Buy	+805	New	+$194K	﹤0.01%	368
2022 Q1	–	Sell	-934	Closed	-$211K	–	396
2021 Q4	$211K	Sell	934 -693	-43%	-$164K	﹤0.01%	372
2021 Q3	$384K	Hold	1,627	–	–	0.01%	307
2021 Q2	$398K	Hold	1,627	–	–	0.01%	314
2021 Q1	$355K	Hold	1,627	–	–	0.01%	322
2020 Q4	$345K	Hold	1,627	–	–	0.01%	318
2020 Q3	$306K	Hold	1,627	–	–	0.01%	304
2020 Q2	$277K	Hold	1,627	–	–	0.01%	309
2020 Q1	$201K	Hold	1,627	–	–	0.01%	317
2019 Q4	$226K	Hold	1,627	–	–	0.01%	336
2019 Q3	$219K	Hold	1,627	–	–	0.01%	337
2019 Q2	$234K	Hold	1,627	–	–	0.01%	321
2019 Q1	$226K	Buy	+1,627	New	+$217K	0.01%	326
2018 Q4	–	Sell	-1,627	Closed	-$230K	–	344
2018 Q3	$230K	Hold	1,627	–	–	0.01%	335
2018 Q2	$224K	Buy	+1,627	New	+$213K	0.01%	336

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

Welch & Forbes's FDN Position: Q2 2026 in Review

Welch & Forbes opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 805 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in FDN as recently as Q4 2025.

Welch & Forbes first reported a position in FDN in Q2 2018 and has held it in 18 quarters since. The position peaked at $398K in Q2 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Welch & Forbes held 805 shares of First Trust Dow Jones Internet Index Fund ETF worth $213K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Welch & Forbes position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #377 holding.
Welch & Forbes first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and has held it in 18 quarters since.
Welch & Forbes's First Trust Dow Jones Internet Index Fund ETF position peaked at $398K in Q2 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.