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

MGB 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
2025 Q4	$3.62M	Sell	13,438 -595	-4%	-$163K	1.04%	14
2025 Q3	$3.93M	Hold	14,033	–	–	1.11%	12
2025 Q2	$3.78M	Hold	14,033	–	–	1.24%	13
2025 Q1	$3.12M	Hold	14,033	–	–	1.13%	14
2024 Q4	$3.42M	Hold	14,033	–	–	1.06%	12
2024 Q3	$2.97M	Sell	14,033 -1,675	-11%	-$336K	1.08%	17
2024 Q2	$3.21M	Buy	15,708 +350	+2%	+$70.3K	1.2%	14
2024 Q1	$3.15M	Hold	15,358	–	–	1.28%	12
2023 Q4	$2.87M	Buy	+15,358	New	+$2.57M	1.44%	11

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGB Wealth Management's FDN Position: Q4 2025 in Review

MGB Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.2% in Q4 2025, selling an estimated $163K and leaving 13,438 shares worth $3.62M. The position accounts for 1.04% of the portfolio, ranked #14.

MGB Wealth Management first reported a position in FDN in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.93M in Q3 2025. 601 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

MGB Wealth Management held 13,438 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.62M as of Q4 2025.
MGB Wealth Management sold 595 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $163K.
First Trust Dow Jones Internet Index Fund ETF made up 1.04% of MGB Wealth Management's portfolio in Q4 2025, its #14 holding.
MGB Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.93M in Q3 2025.
601 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.