Carson Wealth (CWM LLC)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.67M	Sell	7,115 -9,903	-58%	-$2.47M	﹤0.01%	1280
2025 Q4	$4.58M	Sell	17,018 -1,497	-8%	-$410K	0.01%	820
2025 Q3	$5.18M	Buy	18,515 +429	+2%	+$118K	0.02%	699
2025 Q2	$4.87M	Sell	18,086 -6,344	-26%	-$1.53M	0.02%	593
2025 Q1	$5.43M	Sell	24,430 -629	-3%	-$155K	0.02%	508
2024 Q4	$6.09M	Sell	25,059 -1,061	-4%	-$248K	0.03%	432
2024 Q3	$5.53M	Sell	26,120 -3,850	-13%	-$772K	0.02%	421
2024 Q2	$6.14M	Sell	29,970 -2,600	-8%	-$522K	0.03%	377
2024 Q1	$6.68M	Sell	32,570 -10,424	-24%	-$2.06M	0.03%	367
2023 Q4	$8.02M	Sell	42,994 -16,397	-28%	-$2.74M	0.04%	308
2023 Q3	$9.48M	Buy	59,391 +52,898	+815%	+$8.79M	0.06%	250
2023 Q2	$1.06M	Buy	6,493 +1,307	+25%	+$196K	0.01%	698
2023 Q1	$767K	Buy	5,186 +6	+0.1%	+$829	0.01%	741
2022 Q4	$638K	Sell	5,180 -968	-16%	-$123K	﹤0.01%	728
2022 Q3	$776K	Sell	6,148 -18	-0.3%	-$2.51K	0.01%	620
2022 Q2	$783K	Sell	6,166 -14,313	-70%	-$2.14M	0.01%	617
2022 Q1	$3.85M	Sell	20,479 -4,458	-18%	-$849K	0.03%	328
2021 Q4	$5.64M	Buy	+24,937	New	+$5.9M	0.04%	285
2021 Q2	$6.4M	Hold	26,128	–	–	0.05%	254
2021 Q1	$6.4M	Hold	26,128	–	–	0.05%	254
2020 Q4	$6.4M	Hold	26,128	–	–	0.05%	254
2020 Q3	$6.4M	Hold	26,128	–	–	0.05%	254
2020 Q2	$6.4M	Hold	26,128	–	–	0.05%	254
2020 Q1	$6.4M	Hold	26,128	–	–	0.05%	254
2019 Q4	$6.4M	Hold	26,128	–	–	0.05%	254
2019 Q3	$6.4M	Hold	26,128	–	–	0.05%	254
2019 Q2	$6.4M	Hold	26,128	–	–	0.05%	254
2019 Q1	$6.4M	Sell	26,128 -157,598	-86%	-$21M	0.05%	254
2018 Q4	$21.4M	Buy	183,726 +60,562	+49%	+$7.53M	0.54%	45
2018 Q3	$17.4M	Buy	123,164 +31,599	+35%	+$4.48M	0.45%	56
2018 Q2	$12.6M	Buy	91,565 +29,783	+48%	+$3.9M	0.41%	67
2018 Q1	$7.45M	Buy	61,782 +2,676	+5%	+$324K	0.3%	77
2017 Q4	$6.5M	Sell	59,106 -2	-0%	-$215	0.29%	65
2017 Q3	$6.05M	Sell	59,108 -3,493	-6%	-$346K	0.29%	68
2017 Q2	$5.93M	Sell	62,601 -237	-0.4%	-$22K	0.3%	62
2017 Q1	$5.53M	Sell	62,838 -3,068	-5%	-$264K	0.31%	69
2016 Q4	$5.26M	Sell	65,906 -24,175	-27%	-$1.95M	0.32%	86
2016 Q3	$7.35M	Buy	90,081 +60,404	+204%	+$4.71M	0.51%	60
2016 Q2	$2.14M	Buy	29,677 +7,947	+37%	+$561K	0.16%	150
2016 Q1	$1.48M	Sell	21,730 -9,270	-30%	-$609K	0.13%	142
2015 Q4	$2.31M	Buy	31,000 +30,602	+7,689%	+$2.27M	0.23%	121
2015 Q3	$26K	Buy	+398	New	+$27.6K	﹤0.01%	339
2014 Q4	–	Sell	-84,233	Closed	-$5.13M	–	181
2014 Q3	$5.13M	Buy	84,233 +295	+0.4%	+$17.9K	0.74%	38
2014 Q2	$5M	Buy	83,938 +14,459	+21%	+$818K	0.89%	35
2014 Q1	$4.1M	Buy	69,479 +15,606	+29%	+$961K	0.56%	49
2013 Q4	$3.23M	Buy	+53,873	New	+$3M	0.5%	51

Other funds holding FDN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 58% in Q1 2026, selling an estimated $2.47M and leaving 7,115 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Carson Wealth (CWM LLC) first reported a position in FDN in Q4 2013 and has held it in 46 quarters since. The position peaked at $21.4M in Q4 2018. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Carson Wealth (CWM LLC) held 7,115 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.67M as of Q1 2026.
Carson Wealth (CWM LLC) sold 9,903 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $2.47M.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1280 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2013 and has held it in 46 quarters since.
Carson Wealth (CWM LLC)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $21.4M in Q4 2018.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.