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

Balance Wealth’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 		$519K Sell
1,961
-64
-3% -$16.9K 0.14% 90
2026
Q1 		$474K Hold
2,025
– – 0.15% 91
2025
Q4 		$545K Buy
2,025
+67
+3% +$18.4K 0.17% 81
2025
Q3 		$548K Sell
1,958
-66
-3% -$18.1K 0.14% 83
2025
Q2 		$545K Buy
2,024
+30
+2% +$7.21K 0.32% 66
2025
Q1 		$443K Buy
+1,994
New +$491K 0.29% 76

Other funds holding FDN

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
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
MIA
MeadowBrook Investment Advisors Livonia, Michigan $126M AUM 25.52% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Balance Wealth's FDN Position: Q2 2026 in Review

Balance Wealth reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.2% in Q2 2026, selling an estimated $16.9K and leaving 1,961 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #90.

Balance Wealth first reported a position in FDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q3 2025. 172 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Balance Wealth held 1,961 shares of First Trust Dow Jones Internet Index Fund ETF worth $519K as of Q2 2026.
  • Balance Wealth sold 64 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $16.9K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.14% of Balance Wealth's portfolio in Q2 2026, its #90 holding.
  • Balance Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $548K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.