High Net Worth Advisory Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

High Net Worth Advisory Group’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	$294K	Hold	1,255	–	–	0.07%	199
2025 Q4	$338K	Sell	1,255 -125	-9%	-$34.3K	0.08%	176
2025 Q3	$386K	Hold	1,380	–	–	0.09%	158
2025 Q2	$372K	Hold	1,380	–	–	0.1%	155
2025 Q1	$307K	Sell	1,380 -70	-5%	-$17.3K	0.09%	161
2024 Q4	$353K	Sell	1,450 -125	-8%	-$29.2K	0.1%	157
2024 Q3	$334K	Hold	1,575	–	–	0.09%	161
2024 Q2	$323K	Hold	1,575	–	–	0.1%	151
2024 Q1	$323K	Hold	1,575	–	–	0.1%	153
2023 Q4	$294K	Hold	1,575	–	–	0.11%	146
2023 Q3	$251K	Hold	1,575	–	–	0.1%	156
2023 Q2	$257K	Sell	1,575 -70	-4%	-$10.5K	0.1%	161
2023 Q1	$243K	Buy	1,645 +30	+2%	+$4.14K	0.1%	162
2022 Q4	$199K	Sell	1,615 -330	-17%	-$41.9K	0.08%	186
2022 Q3	$245K	Sell	1,945 -123	-6%	-$17.1K	0.1%	160
2022 Q2	$263K	Sell	2,068 -934	-31%	-$140K	0.11%	152
2022 Q1	$564K	Sell	3,002 -103	-3%	-$19.6K	0.21%	96
2021 Q4	$702K	Buy	+3,105	New	+$735K	0.25%	85

Other funds holding FDN

Citigroup New York $235B AUM 32.99% 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 $374B AUM 17.66% 1-Year Est. Return

High Net Worth Advisory Group's FDN Position: Q1 2026 in Review

High Net Worth Advisory Group held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 1,255 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #199.

High Net Worth Advisory Group first reported a position in FDN in Q4 2021 and has held it in 18 quarters since. The position peaked at $702K in Q4 2021. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

High Net Worth Advisory Group held 1,255 shares of First Trust Dow Jones Internet Index Fund ETF worth $294K as of Q1 2026.
High Net Worth Advisory Group left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #199 holding.
High Net Worth Advisory Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $702K in Q4 2021.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.