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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
2023
Q3 		– Sell
-13,450
Closed -$2.17M – 144
2023
Q2 		$2.17M Buy
+13,450
New +$2.02M 0.79% 42

Other funds holding FDN

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 219 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.
  • 219 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.