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

Iams 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	$1.6M	Sell	6,053 -173	-3%	-$45.7K	0.48%	63
2026 Q1	$1.46M	Buy	6,226 +861	+16%	+$215K	0.51%	60
2025 Q4	$1.44M	Sell	5,365 -53	-1%	-$14.5K	0.52%	61
2025 Q3	$1.52M	Sell	5,418 -99	-2%	-$27.1K	0.61%	54
2025 Q2	$1.49M	Sell	5,517 -592	-10%	-$142K	0.68%	49
2025 Q1	$1.36M	Sell	6,109 -4,702	-43%	-$1.16M	0.62%	59
2024 Q4	$2.63M	Buy	10,811 +186	+2%	+$43.5K	1.2%	21
2024 Q3	$2.25M	Buy	10,625 +1,017	+11%	+$204K	1.1%	19
2024 Q2	$1.97M	Sell	9,608 -2,604	-21%	-$523K	1.08%	24
2024 Q1	$2.45M	Buy	12,212 +4,504	+58%	+$888K	1.5%	14
2023 Q4	$1.44M	Buy	7,708 +1,182	+18%	+$198K	0.93%	35
2023 Q3	$1.04M	Buy	+6,526	New	+$1.08M	0.72%	46
2023 Q2	–	Sell	-6,565	Closed	-$986K	–	153
2023 Q1	$945K	Buy	6,565 +3,891	+146%	+$537K	0.79%	42
2022 Q4	$329K	Buy	+2,674	New	+$340K	0.34%	77

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

Iams Wealth Management's FDN Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.8% in Q2 2026, selling an estimated $45.7K and leaving 6,053 shares worth $1.6M. The position accounts for 0.48% of the portfolio, ranked #63.

Iams Wealth Management first reported a position in FDN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q4 2024. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Iams Wealth Management held 6,053 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.6M as of Q2 2026.
Iams Wealth Management sold 173 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $45.7K.
First Trust Dow Jones Internet Index Fund ETF made up 0.48% of Iams Wealth Management's portfolio in Q2 2026, its #63 holding.
Iams Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.63M in Q4 2024.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.