FDN institutional holders

First Trust DJ Internet Index Fund · 613 reporting institutions · $2.4B reported value

Funds that can replace FDN · FDN return decomposition

Institutional holdings

Institutions reporting FDN, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$287.6M23,1852026-06-30
Lpl Financial LLC$186.6M23,4582026-06-30
Wells Fargo & Company/mn$179.2M02026-06-30
Bank of America Corp /de$173.8M02026-06-30
UBS Group AG$149.4M02026-06-30
Raymond James Financial Inc$104.1M02026-06-30
Royal Bank of Canada$97.1M02026-06-30
Envestnet Pmc$39.1M602026-06-30
Corient Private Wealth LP$38.5M6742026-06-30
Osaic Holdings, Inc.$34.5M02026-06-30
Truist Financial Corp$34.4M02026-06-30
Ameriprise Financial Inc$32.2M02026-06-30
Stifel Financial Corp$29.5M02026-06-30
O'Dell Group, LLC$29.2M02025-09-30
Commonwealth Equity Services, LLC$28.9M2,8632026-06-30
Hightower Advisors, LLC$26.3M1,0462026-06-30
Fisher Asset Management, LLC$26.2M2,9842026-06-30
Earned Wealth Advisors, LLC$23.1M462026-06-30
Cetera Investment Advisers$21.6M10,3702026-06-30
Two Sigma Investments, LP$20.1M02026-06-30
Wcg Wealth Advisors LLC$19.8M1302026-06-30
Warner Wealth$19.7M112026-06-30
Citadel Advisors LLC$17.4M02026-06-30
Goldman Sachs Group Inc$17.2M02026-06-30
Sequoia Financial Group, LLC$16.6M2582026-06-30
Assetmark, Inc$16.4M2202026-06-30
Tamar Securities, LLC$15.7M152026-06-30
Jump Financial, LLC$15.1M02026-06-30
Captrust Financial Advisors$14.5M9622026-06-30
Jpmorgan Chase & Co$14.3M02026-06-30
Susquehanna International Group, LLP$13.3M02026-06-30
Baird Financial Group, Inc.$13.3M02026-06-30
Jones Financial Companies LLLP$12.6M02026-06-30
Benjamin Edwards Inc$12.2M02026-06-30
Citigroup Inc$11.8M02026-06-30
Beaumont Financial Advisors, LLC$11.5M162026-06-30
Rockefeller Capital Management LP$11.5M3462026-06-30
Citizens Financial Group Inc/ri$10.8M02026-06-30
Daymark Wealth Partners, LLC$9.9M372026-06-30
Strategic Wealth Partners, Ltd.$9.2M02026-06-30
Wealth Management Partners, LLC$8.4M92026-06-30
Southland Equity Partners, Llc.$8.3M252026-06-30
Seacrest Wealth Management, LLC$8M352026-06-30
Pinnacle Associates, Ltd.$7.4M332026-06-30
Pacific Sun Financial Corp$7.4M32026-06-30
Kestra Advisory Services, LLC$7.4M1,4792026-06-30
Equitable Holdings, Inc.$7.1M02026-06-30
Steward Partners Investment Advisory, LLC$7M4812026-06-30
Waverly Advisors, LLC$6.7M2312026-06-30
Norden Group LLC$6.7M222026-06-30
MML Investors Services, LLC$6.6M5,1202026-06-30
Private Advisor Group, LLC$6.5M9272026-06-30
Proactive Wealth Strategies, LLC$6.5M52026-06-30
Regal Investment Advisors LLC$6.4M1172026-06-30
Creative Planning$6.4M1,1712026-06-30
Money Concepts Capital Corp$6.4M3892026-06-30
Arkadios Wealth Advisors$6.2M2262026-06-30
Ntv Asset Management LLC$6.2M52026-06-30
Integrated Wealth Concepts LLC$6.1M4802026-06-30
Somerset Trust Co$6M02026-06-30
Plus Group Wealth Advisors LLC$5.9M42026-06-30
Vaquero Private Wealth, Ltd$5.7M62026-06-30
First Trust Advisors LP$5.6M6072026-06-30
Gts Securities LLC$5.4M02026-06-30
Meadowbrook Investment Advisors LLC$5.3M22026-06-30
World Investment Advisors$5.2M3592026-06-30
Brass Tax Wealth Management, Inc$5.1M02025-09-30
Stephens Inc /ar$4.9M2432026-06-30
Pinnacle Wealth Management Advisory Group, LLC$4.6M102026-06-30
Paragon Private Wealth Management, LLC$4.6M32026-06-30
Kestra Private Wealth Services, LLC$4.6M2062026-06-30
Pathstone Holdings, LLC$4.6M02026-06-30
Beacon Pointe Advisors, LLC$4.6M4662026-06-30
Newedge Advisors$4.3M6012026-06-30
Holistic Financial Partners$4.3M02026-06-30
Vestmark Advisory Solutions, Inc.$4.2M82026-06-30
Prospera Financial Services, Inc.$4.1M2702026-06-30
Plotkin Financial Advisors, LLC$4.1M12026-06-30
Evelyn Partners Investment Management (europe) Ltd$3.8M02026-03-31
PNC Financial Services Group, Inc.$3.7M02026-06-30
Mgb Wealth Management, LLC$3.6M02025-12-31
Ep Wealth Advisors, LLC$3.5M3382026-06-30
Sfi Advisors, LLC$3.4M42026-06-30
Fmr LLC$3.4M02026-06-30
Gateway Wealth Partners, LLC$3.4M1012026-06-30
Modern Wealth Management, LLC$3.2M1612026-06-30
Toth Financial Advisory Corp$3.2M102026-06-30
Jane Street Group, LLC$3.2M02026-06-30
Ifg Advisory, LLC$3.2M1102026-06-30
Rfg Advisory, LLC$3.2M1912026-06-30
Kingsview Wealth Management, LLC$3.1M1152026-06-30
Somerset Group LLC$3M32026-06-30
Ae Wealth Management LLC$3M4712026-06-30
Tower Research Capital LLC (trc)$2.9M02026-06-30
Ifp Advisors, Inc$2.9M3182026-06-30
Wealthbridge Capital Management, LLC$2.8M52026-06-30
Novak & Powell Financial Services, Inc.$2.8M82026-06-30
Concurrent Investment Advisors, LLC$2.8M3492026-06-30
Twin Peaks Wealth Advisors, LLC$2.8M102026-06-30
Cresset Asset Management, LLC$2.7M2122026-06-30
Summit Financial, LLC$2.7M2292026-06-30
Wealthfront Advisers LLC$2.6M402026-06-30
Concentrum Wealth Management$2.6M52026-06-30
Mariner, LLC$2.6M02026-06-30
Snowden Capital Advisors LLC$2.6M1222026-06-30
Union Bancaire Privee, Ubp SA$2.6M02026-06-30
Rooted Wealth Advisors, Inc.$2.6M82026-06-30
Sigma Planning Corp$2.5M4742026-06-30
Kraft, Davis & Associates, LLC$2.5M52026-06-30
Quantum Private Wealth, LLC$2.4M12026-06-30
Iht Wealth Management LLC$2.4M1592026-06-30
Mission Creek Capital Partners, Inc.$2.4M92026-06-30
Wealth Enhancement Advisory Services, LLC$2.4M1,0262026-06-30
Sowell Financial Services LLC$2.4M1082026-06-30
Tradewell Tax & Financial$2.3M42026-06-30
Juncture Wealth Strategies, LLC$2.3M102026-06-30
Westside Investment Management, LLC$2.2M72026-06-30
Northwestern Mutual Wealth Management Co$2.2M02026-06-30
Wealthshield Partners, LLC$2.2M02026-06-30
Clear Creek Financial Management, LLC$2.2M442026-06-30
Fifth Third Bancorp$2.2M02026-06-30
Oppenheimer & Co. Inc.$2.2M1,1662026-06-30
Bawa N Mallick Trust$2.2M02026-06-30
Bank of New York Mellon Corp$2.2M02026-06-30
Farther Finance Advisors, LLC$2.2M3342026-06-30
Comerica Bank$2.1M02025-12-31
Mtm Investment Management, LLC$2.1M52026-06-30
Chicago Partners Investment Group LLC$2.1M572026-06-30
Harbour Investments, Inc.$2.1M2472026-06-30
Geneos Wealth Management, Inc.$2M1932026-06-30
Wagner Wealth Management, LLC$2M52026-06-30
Guerra Pan Advisors, LLC$2M12026-06-30
Watts Gwilliam & Company, LLC$1.9M92025-09-30
Northbridge Financial Group, LLC$1.9M92026-06-30
Midwest Financial Network, LLC$1.9M22026-06-30
Dumont & Blake Investment Advisors LLC$1.9M32026-06-30
Mercer Global Advisors Inc /adv$1.9M02026-06-30
Onyx Bridge Wealth Group LLC$1.8M222026-06-30
Sage Capital Management, LLC$1.8M32026-06-30
1776 Wealth LLC$1.8M22026-06-30
Cerity Partners LLC$1.7M7772026-06-30
Pine Valley Investments Ltd Liability Co$1.7M332026-06-30
Advisory Services Network$1.7M2532026-06-30
Global Retirement Partners LLC$1.7M4912026-06-30
Blackrock, Inc.$1.7M02026-06-30
Cwm, LLC$1.7M6672026-03-31
Resolute Wealth Strategies, LLC$1.7M62026-06-30
&partners$1.6M5552026-06-30
Iams Wealth Management, LLC$1.6M532026-06-30
Antonelli Financial Advisors, LLC$1.6M22026-06-30
D.A. Davidson & Co.$1.5M6892026-06-30
Western Wealth Management, LLC$1.5M1122026-06-30
Hfg Advisors, Inc.$1.5M02026-06-30
B. Riley Wealth Advisors, Inc.$1.4M1702026-06-30
Truwealth Advisors, LLC$1.4M02026-03-31
Seia$1.4M1412026-06-30
Defined Wealth Management, LLC$1.4M32026-06-30
Mutual Advisors, LLC$1.4M1532026-06-30
Mgo One Seven LLC$1.4M1182026-06-30
Unconventional Investor, LLC$1.4M22026-06-30
Sound Income Strategies, LLC$1.3M1182026-06-30
Vanguard Group Inc$1.3M02025-12-31
SP Asset Management LLC$1.3M32026-06-30
Vanguard National Trust Co$1.3M02026-06-30
Quantinno Capital Management LP$1.3M02026-06-30
Orion Porfolio Solutions, LLC$1.3M1992026-06-30
Oneascent Financial Services LLC$1.3M852026-06-30
Bank of Montreal /can$1.3M02026-06-30
Pcg Wealth Advisors, LLC$1.2M182026-06-30
Apollon Wealth Management, LLC$1.2M1512026-06-30
Aqr Capital Management LLC$1.2M12026-06-30
Global Assets Advisory, LLC$1.2M302026-06-30
Cornerstone Wealth Management, LLC$1.2M02026-06-30
Ashton Thomas Private Wealth, LLC$1.1M962026-06-30
Kovack Advisors, Inc.$1.1M2582026-06-30
Stonex Group Inc.$1.1M02026-06-30
Dhjj Financial Advisors, Ltd.$1.1M72026-06-30
Meitav Investment House Ltd$1.1M02026-06-30
Brookstone Capital Management$1.1M3372026-06-30
New Edge Wealth$1.1M1512026-06-30
Cahill Financial Advisors, Inc.$1.1M122026-06-30
Keebeck Wealth Management$1.1M52026-06-30
Valeo Financial Advisors, LLC$1.1M1082026-06-30
Highpoint Advisor Group LLC$1M1142026-06-30
Dynamic$992.2K752026-06-30
Sargent Investment Group, LLC$988.2K142026-06-30
Barclays PLC$979.5K02026-06-30
Integrity Alliance, Llc.$974.4K3532026-06-30
Hb Wealth Management, LLC$967K1692026-06-30
Great Valley Advisor Group, LLC$964.2K2052026-06-30
Synovus Financial Corp$961K02025-09-30
Perennial Investment Advisors, LLC$954.8K492026-06-30
Evelyn Partners Group Ltd$947.3K02026-06-30
Pinnacle Financial Partners, Inc.$942.9K02026-06-30
Princeton Global Asset Management LLC$930.5K172026-06-30
Alchemi Wealth, LLC$922.3K62026-06-30
Gladstone Institutional Advisory LLC$878.9K1082026-06-30
Independent Financial Group, LLC$873.3K4812026-06-30
Bnp Paribas Financial Markets$843.1K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$835.2K02026-06-30
Jacobi Capital Management LLC$831.2K322026-06-30
Topsail Wealth Management, LLC$825.7K42026-06-30
Capital Investment Counsel, LLC$816.7K52026-06-30
Parallel Advisors, LLC$815.1K752026-06-30
Equitable Trust Co$813.2K02026-06-30
Bensler, LLC$813.1K322026-06-30
Hbk Sorce Advisory LLC$809.8K732026-06-30
Sequent Planning LLC$789.7K1002026-06-30
Qube Research & Technologies Ltd$786.5K02026-06-30
Lasalle St. Investment Advisors, LLC$785.9K1612026-06-30
Ascend Investment Partners$775.1K52026-06-30
Wealthstream Advisors, Inc.$773.8K02025-09-30
Harvest Investment Services, LLC$772.2K272026-06-30
Lanark Financial, Inc.$764.5K692026-06-30
Smart Portfolios, LLC$764.4K42026-03-31
Insigneo Advisory Services, LLC$760.3K2252026-06-30
Qtr Family Wealth, LLC$744.1K62026-06-30
Hbw Advisory Services LLC$743.1K682026-06-30
Ebert Capital Management Inc.$740.7K12026-06-30
Brian Low Financial Group, LLC$739.4K02026-06-30
Greenspring Advisors, LLC$732K442026-06-30
Harmony Asset Management LLC$729.6K72026-06-30
United Capital Financial Advisors, LLC$717.5K1662026-06-30
Silver Oak Securities, Incorporated$716.1K1172026-06-30
Arax Advisory Partners$715.3K2322026-06-30
Mmbg Investment Advisors Co.$712.4K72026-06-30
Lineweaver Wealth Advisors, LLC$708.4K92026-06-30
Lido Advisors, LLC$697K3202026-06-30
Lyell Wealth Management LP$690.7K02026-06-30
Savant Wealth Management$690.5K4052026-06-30
Atlantic Union Bankshares Corp$689.1K02026-06-30
Great Lakes Advisors, LLC$682.7K182026-06-30
Pinnacle Family Advisors, LLC$682.4K92026-06-30
Hf Advisory Group, LLC$675K22026-06-30
Archer Investment Corp$657.6K782026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$648K02026-06-30
International Assets Investment Management, LLC$643K1222026-06-30
Harbor Investment Advisory, LLC$636.9K312026-06-30
Corecap Advisors, LLC$635.9K1182026-06-30
Commerce Bank$621K02026-06-30
Smartleaf Asset Management LLC$620.3K92026-06-30
Richmond Investment Services LLC$617.3K142026-06-30
Mission Hills Financial Advisory, LLC$617.1K32026-06-30
Iconiq Capital, LLC$616.5K792026-06-30
First International Bank of Israel Ltd.$605.3K02026-06-30
Toptier Wealth Management, LLC$602.5K22026-06-30
Karnit Road Accident Victims Compensation Fund$600.9K02026-06-30
Kingswood Wealth Advisors, LLC$599.3K1232026-06-30
Rockline Wealth Management, LLC$597.7K52026-06-30
Capital Investment Advisory Services, LLC$593K1032026-06-30

The 250 largest of 613 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30