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

Institute for 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	$64.6K	Buy	+244	New	+$64.4K	0.01%	806
2022 Q2	–	Sell	-1,304	Closed	-$245K	–	544
2022 Q1	$245K	Hold	1,304	–	–	0.04%	470
2021 Q4	$295K	Sell	1,304 -35	-3%	-$8.29K	0.05%	382
2021 Q3	$316K	Buy	1,339 +55	+4%	+$13.4K	0.06%	363
2021 Q2	$314K	Hold	1,284	–	–	0.06%	363
2021 Q1	$280K	Buy	1,284 +155	+14%	+$34.5K	0.05%	374
2020 Q4	$240K	Sell	1,129 -71	-6%	-$14.4K	0.05%	389
2020 Q3	$226K	Sell	1,200 -1,452	-55%	-$268K	0.05%	381
2020 Q2	$452K	Buy	2,652 +735	+38%	+$112K	0.11%	250
2020 Q1	$237K	Sell	1,917 -151	-7%	-$20.9K	0.07%	330
2019 Q4	$288K	Buy	+2,068	New	+$279K	0.07%	354
2019 Q2	–	Sell	-1,545	Closed	-$215K	–	478
2019 Q1	$215K	Buy	+1,545	New	+$206K	0.05%	400

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 22.9% 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

Institute for Wealth Management's FDN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 244 shares worth $64.6K. The stake represents 0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FDN as recently as Q1 2022.

Institute for Wealth Management first reported a position in FDN in Q1 2019 and has held it in 12 quarters since. The position peaked at $452K in Q2 2020. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Institute for Wealth Management held 244 shares of First Trust Dow Jones Internet Index Fund ETF worth $64.6K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Institute for Wealth Management position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #806 holding.
Institute for Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 12 quarters since.
Institute for Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $452K in Q2 2020.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.