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

Golden State 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	$469K	Hold	1,771	–	–	0.04%	291
2026 Q1	$414K	Sell	1,771 -109	-6%	-$27.2K	0.05%	286
2025 Q4	$506K	Hold	1,880	–	–	0.05%	251
2025 Q3	$526K	Sell	1,880 -96	-5%	-$26.3K	0.06%	237
2025 Q2	$532K	Buy	1,976 +581	+42%	+$140K	0.06%	217
2025 Q1	$310K	Sell	1,395 -75	-5%	-$18.5K	0.05%	285
2024 Q4	$357K	Buy	+1,470	New	+$344K	0.05%	249
2022 Q1	$629K	Sell	3,347 -499	-13%	-$95.1K	0.12%	152
2021 Q4	$870K	Sell	3,846 -21	-0.5%	-$4.97K	0.15%	142
2021 Q3	$912K	Buy	3,867 +120	+3%	+$29.3K	0.2%	100
2021 Q2	$917K	Sell	3,747 -155	-4%	-$35.4K	0.2%	103
2021 Q1	$850K	Buy	3,902 +1,721	+79%	+$383K	0.28%	66
2020 Q4	$463K	Buy	2,181 +11	+0.5%	+$2.23K	0.13%	132
2020 Q3	$409K	Buy	+2,170	New	+$400K	0.14%	113
2019 Q4	–	Sell	-90	Closed	-$12K	–	342
2019 Q3	$12K	Sell	90 -750	-89%	-$106K	﹤0.01%	712
2019 Q2	$120K	Hold	840	–	–	0.04%	309
2019 Q1	$117K	Buy	+840	New	+$112K	0.04%	300

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 $77.5B AUM 28.19% 1-Year Est. Return

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

Golden State Wealth Management's FDN Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,771 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #291.

Golden State Wealth Management first reported a position in FDN in Q1 2019 and has held it in 17 quarters since. The position peaked at $917K in Q2 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Golden State Wealth Management held 1,771 shares of First Trust Dow Jones Internet Index Fund ETF worth $469K as of Q2 2026.
Golden State Wealth Management 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 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #291 holding.
Golden State Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $917K in Q2 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.