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

EPG 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
2025 Q2	–	Sell	-300	Closed	-$66.6K	–	343
2025 Q1	$66.6K	Hold	300	–	–	0.02%	270
2024 Q4	$73K	Hold	300	–	–	0.02%	273
2024 Q3	$63.5K	Buy	+300	New	+$60.2K	0.02%	287
2024 Q2	–	Sell	-850	Closed	-$171K	–	277
2024 Q1	$174K	Hold	850	–	–	0.04%	257
2023 Q4	$169K	Hold	850	–	–	0.04%	245
2023 Q3	$136K	Hold	850	–	–	0.04%	252
2023 Q2	$139K	Sell	850 -150	-15%	-$22.5K	0.04%	248
2023 Q1	$148K	Hold	1,000	–	–	0.05%	250
2022 Q4	$123K	Hold	1,000	–	–	0.05%	230
2022 Q3	$126K	Buy	+1,000	New	+$139K	0.05%	222
2022 Q2	–	Sell	-2,400	Closed	-$451K	–	259
2022 Q1	$451K	Sell	2,400 -1,340	-36%	-$255K	0.16%	122
2021 Q4	$846K	Sell	3,740 -161	-4%	-$38.1K	0.3%	73
2021 Q3	$920K	Buy	3,901 +451	+13%	+$110K	0.37%	58
2021 Q2	$845K	Buy	3,450 +700	+25%	+$160K	0.36%	67
2021 Q1	$600K	Buy	2,750 +150	+6%	+$33.4K	0.29%	77
2020 Q4	$552K	Sell	2,600 -500	-16%	-$101K	0.33%	67
2020 Q3	$584K	Sell	3,100 -40	-1%	-$7.38K	0.43%	52
2020 Q2	$535K	Buy	3,140 +2,411	+331%	+$368K	0.38%	68
2020 Q1	$90K	Buy	729 +700	+2,414%	+$97.1K	0.07%	186
2019 Q4	$4K	Buy	+29	New	+$3.91K	﹤0.01%	541

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EPG Wealth Management's FDN Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025, closing a stake of 300 shares — an estimated $66.6K sold.

EPG Wealth Management first reported a position in FDN in Q4 2019 and held it in 20 quarters. The position peaked at $920K in Q3 2021. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

EPG Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 300 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $66.6K.
EPG Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 20 quarters.
EPG Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $920K in Q3 2021.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.