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

FSB Premier 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 Q2	$367K	Buy	1,388 +18	+1%	+$4.75K	0.1%	176
2026 Q1	$321K	Buy	1,370 +17	+1%	+$4.24K	0.1%	188
2025 Q4	$364K	Sell	1,353 -19	-1%	-$5.21K	0.12%	164
2025 Q3	$384K	Sell	1,372 -20	-1%	-$5.48K	0.13%	157
2025 Q2	$375K	Buy	1,392 +57	+4%	+$13.7K	0.13%	153
2025 Q1	$297K	Sell	1,335 -818	-38%	-$202K	0.12%	169
2024 Q4	$524K	Sell	2,153 -36	-2%	-$8.41K	0.21%	115
2024 Q3	$464K	Buy	2,189 +454	+26%	+$91.1K	0.19%	123
2024 Q2	$356K	Sell	1,735 -586	-25%	-$118K	0.16%	133
2024 Q1	$476K	Buy	2,321 +1,038	+81%	+$205K	0.22%	94
2023 Q4	$239K	Buy	+1,283	New	+$214K	0.12%	151
2022 Q1	–	Sell	-924	Closed	-$208K	–	279
2021 Q4	$208K	Hold	924	–	–	0.09%	125
2021 Q3	$217K	Hold	924	–	–	0.11%	102
2021 Q2	$226K	Buy	+924	New	+$211K	0.12%	94
2021 Q1	–	Sell	-2,011	Closed	-$426K	–	103
2020 Q4	$426K	Buy	+2,011	New	+$407K	0.23%	74

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 $72.2B AUM 27.85% 1-Year Est. Return

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

FSB Premier Wealth Management's FDN Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.3% in Q2 2026, buying an estimated $4.75K and bringing the position to 1,388 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #176.

FSB Premier Wealth Management first reported a position in FDN in Q4 2020 and has held it in 15 quarters since. The position peaked at $524K in Q4 2024. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

FSB Premier Wealth Management held 1,388 shares of First Trust Dow Jones Internet Index Fund ETF worth $367K as of Q2 2026.
FSB Premier Wealth Management bought 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 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #176 holding.
FSB Premier Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 15 quarters since.
FSB Premier Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $524K in Q4 2024.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.