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

IMG 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	$265	Hold	1	–	–	﹤0.01%	531
2026 Q1	$234	Hold	1	–	–	﹤0.01%	500
2025 Q4	$269	Hold	1	–	–	﹤0.01%	580
2025 Q3	$280	Sell	1 -1	-50%	-$274	﹤0.01%	547
2025 Q2	$539	Hold	2	–	–	﹤0.01%	472
2025 Q1	$444	Hold	2	–	–	﹤0.01%	283
2024 Q4	$486	Buy	+2	New	+$467	﹤0.01%	250

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

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

IMG Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1 share worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #531.

IMG Wealth Management first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $539 in Q2 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

IMG Wealth Management held 1 share of First Trust Dow Jones Internet Index Fund ETF worth $265 as of Q2 2026.
IMG 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 ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #531 holding.
IMG Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $539 in Q2 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.