MWP
FDN icon

Meriwether Wealth & Planning’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Meriwether Wealth & Planning’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
2025
Q2 		– Sell
-1,751
Closed -$389K – 131
2025
Q1 		$389K Buy
+1,751
New +$432K 0.25% 75

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Meriwether Wealth & Planning's FDN Position: Q2 2025 in Review

Meriwether Wealth & Planning sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025, closing a stake of 1,751 shares — an estimated $389K sold.

Meriwether Wealth & Planning first reported a position in FDN in Q1 2025 and held it in 1 quarter. The position peaked at $389K in Q1 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

  • Meriwether Wealth & Planning reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,751 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $389K.
  • Meriwether Wealth & Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and held it in 1 quarter.
  • Meriwether Wealth & Planning's First Trust Dow Jones Internet Index Fund ETF position peaked at $389K in Q1 2025.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2025, filed 11 Jul 2025.