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

Whittier Trust’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	$94.7K	Hold	350	–	–	﹤0.01%	760
2026 Q1	$83.9K	Hold	350	–	–	﹤0.01%	747
2025 Q4	$94.9K	Hold	350	–	–	﹤0.01%	738
2025 Q3	$97.3K	Hold	350	–	–	﹤0.01%	718
2025 Q2	$94.3K	Hold	350	–	–	﹤0.01%	815
2025 Q1	$77.8K	Hold	350	–	–	﹤0.01%	829
2024 Q4	$85.1K	Hold	350	–	–	﹤0.01%	828
2024 Q3	$74.1K	Hold	350	–	–	﹤0.01%	856
2024 Q2	$71.7K	Hold	350	–	–	﹤0.01%	847
2024 Q1	$71.8K	Hold	350	–	–	﹤0.01%	858
2023 Q4	$65.3K	Hold	350	–	–	﹤0.01%	861
2023 Q3	$55.9K	Hold	350	–	–	﹤0.01%	902
2023 Q2	$57K	Hold	350	–	–	﹤0.01%	903
2023 Q1	$51.7K	Sell	350 -250	-42%	-$34.5K	﹤0.01%	958
2022 Q4	$73.9K	Hold	600	–	–	﹤0.01%	890
2022 Q3	$76K	Buy	+600	New	+$83.6K	﹤0.01%	877

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

Whittier Trust's FDN Position: Q2 2026 in Review

Whittier Trust held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 350 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Whittier Trust first reported a position in FDN in Q3 2022 and has held it in 16 quarters since. The position peaked at $97.3K in Q3 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Whittier Trust held 350 shares of First Trust Dow Jones Internet Index Fund ETF worth $94.7K as of Q2 2026.
Whittier Trust 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's portfolio in Q2 2026, its #760 holding.
Whittier Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and has held it in 16 quarters since.
Whittier Trust's First Trust Dow Jones Internet Index Fund ETF position peaked at $97.3K in Q3 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

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