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

CreativeOne 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	$280K	Sell	1,058 -18	-2%	-$4.75K	0.01%	1027
2026 Q1	$252K	Sell	1,076 -1	-0.1%	-$249	0.01%	1046
2025 Q4	$290K	Buy	1,077 +306	+40%	+$83.9K	0.01%	965
2025 Q3	$216K	Sell	771 -41	-5%	-$11.2K	0.01%	1071
2025 Q2	$219K	Buy	+812	New	+$195K	0.01%	1031
2025 Q1	–	Sell	-866	Closed	-$211K	–	1097
2024 Q4	$211K	Buy	+866	New	+$202K	0.01%	1005
2022 Q2	–	Sell	-1,145	Closed	-$215K	–	737
2022 Q1	$215K	Sell	1,145 -45	-4%	-$8.57K	0.01%	685
2021 Q4	$269K	Sell	1,190 -87	-7%	-$20.6K	0.01%	620
2021 Q3	$301K	Sell	1,277 -16	-1%	-$3.91K	0.02%	549
2021 Q2	$317K	Buy	1,293 +14	+1%	+$3.2K	0.02%	518
2021 Q1	$279K	Buy	+1,279	New	+$284K	0.02%	466
2020 Q4	–	Sell	-1,174	Closed	-$221K	–	511
2020 Q3	$221K	Sell	1,174 -123	-9%	-$22.7K	0.03%	247
2020 Q2	$221K	Buy	+1,297	New	+$198K	0.03%	227

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CreativeOne Wealth's FDN Position: Q2 2026 in Review

CreativeOne Wealth reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.7% in Q2 2026, selling an estimated $4.75K and leaving 1,058 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1027.

CreativeOne Wealth first reported a position in FDN in Q2 2020 and has held it in 13 quarters since. The position peaked at $317K in Q2 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

CreativeOne Wealth held 1,058 shares of First Trust Dow Jones Internet Index Fund ETF worth $280K as of Q2 2026.
CreativeOne Wealth sold 18 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $4.75K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1027 holding.
CreativeOne Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 13 quarters since.
CreativeOne Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $317K in Q2 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.