WhitTier Trust Company’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WhitTier Trust Company’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	$277K	Hold	1,018	–	–	0.01%	470
2026 Q1	$244K	Buy	1,018 +105	+12%	+$26.2K	0.01%	472
2025 Q4	$248K	Buy	913 +559	+158%	+$153K	0.01%	453
2025 Q3	$98.4K	Hold	354	–	–	﹤0.01%	563
2025 Q2	$95.3K	Buy	+354	New	+$85.1K	﹤0.01%	636
2025 Q1	–	Sell	-245	Closed	-$59.6K	–	1434
2024 Q4	$59.6K	Hold	245	–	–	﹤0.01%	709
2024 Q3	$51.9K	Hold	245	–	–	﹤0.01%	742
2024 Q2	$50.2K	Hold	245	–	–	﹤0.01%	701
2024 Q1	$50.2K	Hold	245	–	–	﹤0.01%	681
2023 Q4	$45.7K	Hold	245	–	–	﹤0.01%	685
2023 Q3	$39.1K	Hold	245	–	–	﹤0.01%	688
2023 Q2	$39.9K	Hold	245	–	–	﹤0.01%	722
2023 Q1	$36.2K	Hold	245	–	–	﹤0.01%	728
2022 Q4	$30.2K	Hold	245	–	–	﹤0.01%	757
2022 Q3	$31K	Hold	245	–	–	﹤0.01%	742
2022 Q2	$31K	Sell	245 -17	-6%	-$2.54K	﹤0.01%	748
2022 Q1	$49K	Buy	262 +97	+59%	+$18.5K	﹤0.01%	673
2021 Q4	$37K	Hold	165	–	–	﹤0.01%	718
2021 Q3	$39K	Buy	+165	New	+$40.4K	﹤0.01%	719
2021 Q2	–	Sell	-765	Closed	-$167K	–	1003
2021 Q1	$167K	Hold	765	–	–	0.01%	462
2020 Q4	$162K	Hold	765	–	–	0.01%	451
2020 Q3	$144K	Hold	765	–	–	0.01%	457
2020 Q2	$130K	Hold	765	–	–	0.01%	445
2020 Q1	$95K	Buy	765 +165	+28%	+$22.9K	0.01%	462
2019 Q4	$83K	Hold	600	–	–	0.01%	518
2019 Q3	$81K	Hold	600	–	–	0.01%	518
2019 Q2	$86K	Hold	600	–	–	0.01%	507
2019 Q1	$83K	Sell	600 -330	-35%	-$44K	0.01%	510
2018 Q4	$108K	Buy	930 +330	+55%	+$41K	0.01%	443
2018 Q3	$85K	Hold	600	–	–	0.01%	524
2018 Q2	$83K	Hold	600	–	–	0.01%	526
2018 Q1	$72K	Buy	+600	New	+$72.7K	0.01%	549

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

WhitTier Trust Company's FDN Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,018 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #470.

WhitTier Trust Company first reported a position in FDN in Q1 2018 and has held it in 32 quarters since. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

WhitTier Trust Company held 1,018 shares of First Trust Dow Jones Internet Index Fund ETF worth $277K as of Q2 2026.
WhitTier Trust Company 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 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #470 holding.
WhitTier Trust Company first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and has held it in 32 quarters since.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.