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

Westside 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	$2.24M	Sell	8,474 -3,585	-30%	-$946K	0.29%	87
2026 Q1	$2.82M	Buy	12,059 +4,021	+50%	+$1M	0.43%	58
2025 Q4	$2.16M	Sell	8,038 -185	-2%	-$50.7K	0.35%	70
2025 Q3	$2.3M	Sell	8,223 -20	-0.2%	-$5.48K	0.37%	67
2025 Q2	$2.22M	Sell	8,243 -60	-0.7%	-$14.4K	0.41%	64
2025 Q1	$1.85M	Buy	8,303 +255	+3%	+$62.9K	0.39%	64
2024 Q4	$1.96M	Sell	8,048 -20	-0.2%	-$4.67K	0.41%	61
2024 Q3	$1.7M	Sell	8,068 -200	-2%	-$40.1K	0.36%	71
2024 Q2	$1.69M	Sell	8,268 -124	-1%	-$24.9K	0.39%	64
2024 Q1	$1.72M	Sell	8,392 -92	-1%	-$18.1K	0.41%	64
2023 Q4	$1.58M	Buy	8,484 +160	+2%	+$26.7K	0.4%	62
2023 Q3	$1.33M	Hold	8,324	–	–	0.38%	68
2023 Q2	$1.36M	Sell	8,324 -1,715	-17%	-$258K	0.38%	71
2023 Q1	$1.45M	Sell	10,039 -7,145	-42%	-$987K	0.43%	64
2022 Q4	$256K	Buy	17,184 +645	+4%	+$81.9K	0.63%	42
2022 Q3	$388K	Buy	16,539 +2,835	+21%	+$395K	0.93%	24
2022 Q2	$209K	Buy	13,704 +3,054	+29%	+$456K	0.47%	46
2022 Q1	$203K	Buy	10,650 +5,806	+120%	+$1.11M	0.45%	49
2021 Q4	$127K	Buy	4,844 +100	+2%	+$23.7K	0.29%	75
2021 Q3	$131K	Sell	4,744 -21	-0.4%	-$5.13K	0.3%	73
2021 Q2	$130K	Buy	4,765 +330	+7%	+$75.4K	0.3%	70
2021 Q1	$88.1K	Buy	4,435 +640	+17%	+$142K	0.23%	82
2020 Q4	$79.3K	Buy	3,795 +1,270	+50%	+$257K	0.22%	79
2020 Q3	$9.88K	Buy	2,525 +50	+2%	+$9.23K	﹤0.01%	150
2020 Q2	$422	Sell	2,475 -695	-22%	-$106K	﹤0.01%	206
2020 Q1	$71.5K	Buy	+3,170	New	+$440K	0.05%	68
2019 Q2	$118K	Buy	+825	New	+$118K	0.04%	207
2018 Q4	$999K	Buy	+8,560	New	+$1.06M	0.37%	47
2018 Q3	–	Sell	-3,150	Closed	-$440K	–	750
2018 Q2	$440K	Buy	3,150 +1,650	+110%	+$216K	0.15%	90
2018 Q1	$176K	Buy	1,500 +1,200	+400%	+$145K	0.1%	162
2017 Q4	$34.4K	Buy	+300	New	+$32.2K	0.02%	320

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

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

Westside Investment Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 30% in Q2 2026, selling an estimated $946K and leaving 8,474 shares worth $2.24M. The position accounts for 0.29% of the portfolio, ranked #87.

Westside Investment Management first reported a position in FDN in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.82M in Q1 2026. 585 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Westside Investment Management held 8,474 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.24M as of Q2 2026.
Westside Investment Management sold 3,585 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $946K.
First Trust Dow Jones Internet Index Fund ETF made up 0.29% of Westside Investment Management's portfolio in Q2 2026, its #87 holding.
Westside Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and has held it in 31 quarters since.
Westside Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.82M in Q1 2026.
585 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.