Insight Wealth Strategies’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Insight Wealth Strategies’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	–	Sell	-1,034	Closed	-$278K	–	181
2025 Q4	$278K	Sell	1,034 -377	-27%	-$103K	0.03%	150
2025 Q3	$395K	Sell	1,411 -44,316	-97%	-$12.1M	0.05%	132
2025 Q2	$12.2M	Buy	45,727 +8,190	+22%	+$1.97M	1.54%	17
2025 Q1	$8.34M	Buy	37,537 +2,803	+8%	+$691K	1.12%	24
2024 Q4	$8.45M	Buy	+34,734	New	+$8.12M	1.13%	24

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

Insight Wealth Strategies's FDN Position: Q1 2026 in Review

Insight Wealth Strategies sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 1,034 shares — an estimated $278K sold.

Insight Wealth Strategies first reported a position in FDN in Q4 2024 and held it in 5 quarters. The position peaked at $12.2M in Q2 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Insight Wealth Strategies reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Insight Wealth Strategies sold 1,034 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $278K.
Insight Wealth Strategies first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and held it in 5 quarters.
Insight Wealth Strategies's First Trust Dow Jones Internet Index Fund ETF position peaked at $12.2M in Q2 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.