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 Q2	$442K	Hold	1,668	–	–	0.06%	169
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

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

Madison Wealth Partners's FDN Position: Q2 2026 in Review

Madison Wealth Partners held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,668 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #169.

Madison Wealth Partners first reported a position in FDN in Q4 2020 and has held it in 23 quarters since. The position peaked at $481K in Q3 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Madison Wealth Partners held 1,668 shares of First Trust Dow Jones Internet Index Fund ETF worth $442K as of Q2 2026.
Madison Wealth Partners 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 0.06% of Madison Wealth Partners's portfolio in Q2 2026, its #169 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 23 quarters since.
Madison Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $481K in Q3 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.