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

Catalyst Private 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 Q3	$247K	Hold	858	–	–	0.1%	84
2026 Q2	$227K	Hold	858	–	–	0.11%	74
2026 Q1	$201K	Hold	858	–	–	0.11%	74
2025 Q4	$231K	Hold	858	–	–	0.1%	76
2025 Q3	$240K	Hold	858	–	–	0.11%	75
2025 Q2	$231K	Buy	+858	New	+$206K	0.1%	74
2025 Q1	–	Sell	-858	Closed	-$209K	–	82
2024 Q4	$209K	Buy	+858	New	+$201K	0.09%	80
2024 Q1	–	Sell	-1,163	Closed	-$217K	–	78
2023 Q4	$217K	Buy	+1,163	New	+$194K	0.1%	76
2022 Q2	–	Sell	-1,083	Closed	-$203K	–	75
2022 Q1	$203K	Hold	1,083	–	–	0.1%	76
2021 Q4	$245K	Hold	1,083	–	–	0.11%	72
2021 Q3	$255K	Hold	1,083	–	–	0.11%	67
2021 Q2	$265K	Hold	1,083	–	–	0.15%	63
2021 Q1	$236K	Hold	1,083	–	–	0.17%	56
2020 Q4	$230K	Hold	1,083	–	–	0.2%	53
2020 Q3	$204K	Buy	+1,083	New	+$200K	0.2%	51

Other funds holding FDN

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Catalyst Private Wealth's FDN Position: Q3 2026 in Review

Catalyst Private Wealth held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 858 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #84.

Catalyst Private Wealth first reported a position in FDN in Q3 2020 and has held it in 15 quarters since. The position peaked at $265K in Q2 2021. 241 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Catalyst Private Wealth held 858 shares of First Trust Dow Jones Internet Index Fund ETF worth $247K as of Q3 2026.
Catalyst Private Wealth 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 0.1% of Catalyst Private Wealth's portfolio in Q3 2026, its #84 holding.
Catalyst Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and has held it in 15 quarters since.
Catalyst Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $265K in Q2 2021.
241 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.