Accurate Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Accurate Wealth 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	$419K	Buy	1,516 +150	+11%	+$39.6K	0.04%	385
2026 Q1	$332K	Buy	1,366 +6	+0.4%	+$1.5K	0.04%	398
2025 Q4	$366K	Buy	1,360 +75	+6%	+$20.6K	0.05%	364
2025 Q3	$358K	Buy	1,285 +16	+1%	+$4.38K	0.05%	362
2025 Q2	$338K	Sell	1,269 -3	-0.2%	-$721	0.05%	338
2025 Q1	$274K	Sell	1,272 -146	-10%	-$36K	0.05%	308
2024 Q4	$345K	Buy	1,418 +246	+21%	+$57.5K	0.07%	268
2024 Q3	$255K	Hold	1,172	–	–	0.05%	307
2024 Q2	$241K	Hold	1,172	–	–	0.06%	284
2024 Q1	$226K	Buy	+1,172	New	+$231K	0.07%	261
2023 Q1	–	Sell	-220	Closed	-$28K	–	654
2022 Q4	$28K	Buy	+220	New	+$27.9K	0.01%	584

Other funds holding FDN

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Accurate Wealth Management's FDN Position: Q2 2026 in Review

Accurate Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 11% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,516 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #385.

Accurate Wealth Management first reported a position in FDN in Q4 2022 and has held it in 11 quarters since. 227 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Accurate Wealth Management held 1,516 shares of First Trust Dow Jones Internet Index Fund ETF worth $419K as of Q2 2026.
Accurate Wealth Management bought 150 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $39.6K.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #385 holding.
Accurate Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and has held it in 11 quarters since.
227 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.