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Holistic Financial Partners »

First Trust DJ Internet Index Fund shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of First Trust DJ Internet Index Fund (FDN) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in First Trust DJ Internet Index Fund

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All positions including First Trust DJ Internet Index Fund held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DJ Internet Index Fund by Holistic Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$7.3M	26k	279.84
2025-06-30	$6.9M	26k	269.33
2025-03-31	$1.9M	8.4k	222.15
2024-12-31	$820k	3.4k	243.17
2022-03-31	$5.0M	27k	187.87
2021-12-31	$8.7M	38k	226.14
2021-09-30	$8.9M	38k	235.92
2021-06-30	$8.9M	36k	244.87
2021-03-31	$7.8M	36k	218.09
2020-12-31	$7.6M	36k	212.24
2020-06-30	$5.9M	34k	170.52

More positions owned by Holistic Financial Partners

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Schwab Strategic Tr Intl Eqty Etf (SCHF)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded A Com Shs (FTA)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Ishares Tr Rus 1000 Grw Etf (IWF)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded Dj Internt Idx (FDN)

NVIDIA Corporation (NVDA)

First Tr Exchng Traded Fd Vi Multi Strategy (LALT)

JPMorgan Chase & Co. (JPM)

First Tr Exch Trd Alphdx Japan Alphadex (FJP)

First Tr Exchange-traded SHS (QTEC)

Ishares Tr Rus 1000 Val Etf (IWD)

Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding First Trust DJ Internet Index Fund

First Trust Advisors

Morgan Stanley

Wells Fargo & Company

UBS Group

LPL Financial

Millennium Management

Two Sigma Investments

Raymond James Financial

Royal Bank of Canada

Goldman Sachs Group

CI Private Wealth

Envestnet Asset Management

Northeast Financial Consultants

Branch Banking & Trust Company

Commonwealth Equity Services

View all funds holding First Trust DJ Internet Index Fund

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