Madison Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Madison Wealth Partners’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	$390K	Sell	1,668 -50	-3%	-$12.5K	0.06%	136
2025 Q4	$462K	Hold	1,718	–	–	0.08%	103
2025 Q3	$481K	Hold	1,718	–	–	0.1%	90
2025 Q2	$463K	Hold	1,718	–	–	0.1%	87
2025 Q1	$382K	Hold	1,718	–	–	0.09%	93
2024 Q4	$418K	Hold	1,718	–	–	0.12%	87
2024 Q3	$364K	Buy	1,718 +50	+3%	+$10K	0.11%	96
2024 Q2	$342K	Hold	1,668	–	–	0.12%	83
2024 Q1	$342K	Hold	1,668	–	–	0.12%	82
2023 Q4	$311K	Hold	1,668	–	–	0.12%	90
2023 Q3	$266K	Hold	1,668	–	–	0.13%	74
2023 Q2	$272K	Hold	1,668	–	–	0.13%	75
2023 Q1	$247K	Hold	1,668	–	–	0.12%	75
2022 Q4	$205K	Hold	1,668	–	–	0.12%	76
2022 Q3	$211K	Hold	1,668	–	–	0.14%	67
2022 Q2	$212K	Hold	1,668	–	–	0.13%	73
2022 Q1	$313K	Hold	1,668	–	–	0.18%	51
2021 Q4	$377K	Hold	1,668	–	–	0.19%	45
2021 Q3	$393K	Hold	1,668	–	–	0.22%	43
2021 Q2	$408K	Hold	1,668	–	–	0.23%	42
2021 Q1	$354K	Hold	1,668	–	–	0.25%	32
2020 Q4	$353K	Buy	+1,668	New	+$337K	0.24%	33

Other funds holding FDN

Citigroup New York $303B AUM 53.02% 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 $424B AUM 22.94% 1-Year Est. Return

Madison Wealth Partners's FDN Position: Q1 2026 in Review

Madison Wealth Partners reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.9% in Q1 2026, selling an estimated $12.5K and leaving 1,668 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #136.

Madison Wealth Partners first reported a position in FDN in Q4 2020 and has held it in 22 quarters since. The position peaked at $481K in Q3 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Madison Wealth Partners held 1,668 shares of First Trust Dow Jones Internet Index Fund ETF worth $390K as of Q1 2026.
Madison Wealth Partners sold 50 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $12.5K.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #136 holding.
Madison Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 22 quarters since.
Madison Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $481K in Q3 2025.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.