FWL Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

FWL Investment 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	$74.4K	Sell	281 -10	-3%	-$2.64K	0.01%	171
2026 Q1	$68.1K	Hold	291	–	–	0.01%	148
2025 Q4	$78.3K	Sell	291 -20	-6%	-$5.48K	0.02%	130
2025 Q3	$87K	Buy	311 +200	+180%	+$54.8K	0.02%	120
2025 Q2	$29.9K	Hold	111	–	–	0.01%	182
2025 Q1	$24.7K	Hold	111	–	–	0.01%	180
2024 Q4	$27K	Hold	111	–	–	0.01%	187
2024 Q3	$23.5K	Hold	111	–	–	0.01%	173
2024 Q2	$22.7K	Sell	111 -8	-7%	-$1.61K	0.01%	148
2024 Q1	$24.4K	Hold	119	–	–	0.01%	128
2023 Q4	$22.2K	Buy	119 +8	+7%	+$1.34K	0.01%	126
2023 Q3	$17.7K	Buy	+111	New	+$18.4K	0.01%	126
2023 Q1	–	Sell	-111	Closed	-$13.7K	–	111
2022 Q4	$13.7K	Buy	+111	New	+$14.1K	0.01%	129

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

FWL Investment Management's FDN Position: Q2 2026 in Review

FWL Investment Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.4% in Q2 2026, selling an estimated $2.64K and leaving 281 shares worth $74.4K. The position accounts for 0.01% of the portfolio, ranked #171.

FWL Investment Management first reported a position in FDN in Q4 2022 and has held it in 13 quarters since. The position peaked at $87K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

FWL Investment Management held 281 shares of First Trust Dow Jones Internet Index Fund ETF worth $74.4K as of Q2 2026.
FWL Investment Management sold 10 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.64K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #171 holding.
FWL Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $87K in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.