Lineweaver Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Lineweaver Wealth Advisors’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	$708K	Hold	2,676	–	–	0.08%	130
2026 Q1	$626K	Sell	2,676 -41	-2%	-$10.2K	0.08%	128
2025 Q4	$731K	Hold	2,717	–	–	0.1%	126
2025 Q3	$760K	Hold	2,717	–	–	0.11%	115
2025 Q2	$732K	Hold	2,717	–	–	0.12%	108
2025 Q1	$604K	Buy	2,717 +188	+7%	+$46.3K	0.1%	107
2024 Q4	$615K	Hold	2,529	–	–	0.11%	101
2024 Q3	$536K	Hold	2,529	–	–	0.1%	102
2024 Q2	$518K	Buy	+2,529	New	+$508K	0.11%	102
2024 Q1	–	Sell	-2,479	Closed	-$462K	–	128
2023 Q4	$462K	Sell	2,479 -574	-19%	-$95.9K	0.12%	101
2023 Q3	$487K	Sell	3,053 -64	-2%	-$10.6K	0.14%	95
2023 Q2	$508K	Hold	3,117	–	–	0.14%	85
2023 Q1	$461K	Hold	3,117	–	–	0.14%	88
2022 Q4	$384K	Sell	3,117 -480	-13%	-$61K	0.12%	92
2022 Q3	$454K	Hold	3,597	–	–	0.15%	89
2022 Q2	$456K	Sell	3,597 -249	-6%	-$37.2K	0.15%	88
2022 Q1	$722K	Sell	3,846 -487	-11%	-$92.8K	0.21%	75
2021 Q4	$979K	Buy	4,333 +6	+0.1%	+$1.42K	0.28%	57
2021 Q3	$1.02M	Buy	4,327 +26	+0.6%	+$6.36K	0.31%	50
2021 Q2	$1.05M	Hold	4,301	–	–	0.35%	46
2021 Q1	$937K	Hold	4,301	–	–	0.33%	44
2020 Q4	$912K	Sell	4,301 -18	-0.4%	-$3.64K	0.36%	35
2020 Q3	$813K	Buy	4,319 +71	+2%	+$13.1K	0.36%	36
2020 Q2	$724K	Buy	4,248 +29	+0.7%	+$4.42K	0.37%	34
2020 Q1	$522K	Buy	4,219 +481	+13%	+$66.7K	0.33%	36
2019 Q4	$520K	Buy	+3,738	New	+$504K	0.29%	34

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

Lineweaver Wealth Advisors's FDN Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 2,676 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #130.

Lineweaver Wealth Advisors first reported a position in FDN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.05M in Q2 2021. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Lineweaver Wealth Advisors held 2,676 shares of First Trust Dow Jones Internet Index Fund ETF worth $708K as of Q2 2026.
Lineweaver Wealth Advisors 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 0.08% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Lineweaver Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and has held it in 26 quarters since.
Lineweaver Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.05M in Q2 2021.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.