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

Empirical Wealth Management’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	–	Sell	-882	Closed	-$237K	–	1012
2025 Q4	$237K	Sell	882 -45	-5%	-$12.3K	﹤0.01%	794
2025 Q3	$259K	Sell	927 -666	-42%	-$183K	0.01%	669
2025 Q2	$429K	Sell	1,593 -117	-7%	-$28.1K	0.01%	448
2025 Q1	$380K	Buy	1,710 +699	+69%	+$172K	0.01%	460
2024 Q4	$246K	Buy	+1,011	New	+$236K	0.01%	542
2022 Q4	–	Sell	-2,250	Closed	-$284K	–	465
2022 Q3	$284K	Buy	+2,250	New	+$313K	0.01%	387

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

Empirical Wealth Management's FDN Position: Q1 2026 in Review

Empirical Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 882 shares — an estimated $237K sold.

Empirical Wealth Management first reported a position in FDN in Q3 2022 and held it in 6 quarters. The position peaked at $429K in Q2 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Empirical Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 882 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $237K.
Empirical Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and held it in 6 quarters.
Empirical Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $429K in Q2 2025.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.