Activest Wealth Management
FDN icon

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

Activest 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
Q3 		$103K Hold
356
– – 0.02% 178
2026
Q2 		$94.2K Buy
356
+289
+431% +$76.3K 0.02% 195
2026
Q1 		$15.7K Buy
67
+9
+16% +$2.24K ﹤0.01% 586
2025
Q4 		$15.6K Sell
58
-9
-13% -$2.47K ﹤0.01% 569
2025
Q3 		$18.7K Hold
67
– – ﹤0.01% 393
2025
Q2 		$18K Hold
67
– – ﹤0.01% 342
2025
Q1 		$14.9K Hold
67
– – ﹤0.01% 335
2024
Q4 		$16.3K Sell
67
-179
-73% -$41.8K ﹤0.01% 271
2024
Q3 		$52.1K Buy
246
+140
+132% +$28.1K 0.02% 172
2024
Q2 		$21.7K Sell
106
-110
-51% -$22.1K 0.01% 238
2024
Q1 		$44.3K Sell
216
-127
-37% -$25.1K 0.02% 125
2023
Q4 		$63.9K Buy
343
+27
+9% +$4.51K 0.04% 82
2023
Q3 		$50.4K Buy
+316
New +$52.5K 0.03% 89
2023
Q2 		– Sell
-316
Closed -$45.5K – 331
2023
Q1 		$45.5K Buy
+316
New +$43.6K 0.03% 89
2022
Q3 		– Sell
-3,045
Closed -$387K – 496
2022
Q2 		$387K Buy
3,045
+315
+12% +$47.1K 0.27% 34
2022
Q1 		$513K Sell
2,730
-12,152
-82% -$2.32M 0.33% 31
2021
Q4 		$3.36M Sell
14,882
-19,329
-56% -$4.58M 2.08% 8
2021
Q3 		$8.07M Buy
34,211
+3,985
+13% +$975K 5.37% 4
2021
Q2 		$7.4M Sell
30,226
-148
-0.5% -$33.8K 5.56% 5
2021
Q1 		$6.63M Buy
+30,374
New +$6.76M 5.42% 4

Other funds holding FDN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Activest Wealth Management's FDN Position: Q3 2026 in Review

Activest Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 356 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #178.

Activest Wealth Management first reported a position in FDN in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.07M in Q3 2021. 458 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Activest Wealth Management held 356 shares of First Trust Dow Jones Internet Index Fund ETF worth $103K as of Q3 2026.
  • Activest Wealth Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Activest Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $8.07M in Q3 2021.
  • 458 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.