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

Crown Wealth Group’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	$425K	Hold	1,605	–	–	0.11%	89
2026 Q1	$376K	Hold	1,605	–	–	0.11%	88
2025 Q4	$432K	Hold	1,605	–	–	0.12%	77
2025 Q3	$449K	Hold	1,605	–	–	0.13%	72
2025 Q2	$432K	Hold	1,605	–	–	0.16%	63
2025 Q1	$357K	Sell	1,605 -100	-6%	-$24.6K	0.18%	60
2024 Q4	$415K	Sell	1,705 -64	-4%	-$15K	0.17%	70
2024 Q3	$375K	Hold	1,769	–	–	0.16%	72
2024 Q2	$363K	Hold	1,769	–	–	0.18%	64
2024 Q1	$363K	Hold	1,769	–	–	0.19%	61
2023 Q4	$330K	Buy	1,769 +35	+2%	+$5.85K	0.2%	58
2023 Q3	$277K	Sell	1,734 -110	-6%	-$18.3K	0.21%	54
2023 Q2	$301K	Sell	1,844 -1,091	-37%	-$164K	0.24%	47
2023 Q1	$434K	Hold	2,935	–	–	0.36%	37
2022 Q4	$361K	Sell	2,935 -2,605	-47%	-$331K	0.34%	38
2022 Q3	$699K	Buy	5,540 +833	+18%	+$116K	0.72%	25
2022 Q2	$598K	Sell	4,707 -675	-13%	-$101K	0.54%	33
2022 Q1	$1.01M	Buy	5,382 +3,639	+209%	+$693K	0.7%	33
2021 Q4	$394K	Buy	+1,743	New	+$413K	0.37%	49

Other funds holding FDN

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Crown Wealth Group's FDN Position: Q2 2026 in Review

Crown Wealth Group held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,605 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #89.

Crown Wealth Group first reported a position in FDN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2022. 257 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Crown Wealth Group held 1,605 shares of First Trust Dow Jones Internet Index Fund ETF worth $425K as of Q2 2026.
Crown Wealth Group left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.11% of Crown Wealth Group's portfolio in Q2 2026, its #89 holding.
Crown Wealth Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 19 quarters since.
Crown Wealth Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.01M in Q1 2022.
257 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.