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

MinichMacGregor 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
2026
Q2 		$245K Buy
927
+14
+2% +$3.69K 0.04% 134
2026
Q1 		$214K Sell
913
-2,623
-74% -$654K 0.04% 126
2025
Q4 		$952K Sell
3,536
-189
-5% -$51.8K 0.17% 57
2025
Q3 		$1.04M Buy
3,725
+863
+30% +$236K 0.2% 55
2025
Q2 		$771K Buy
2,862
+18
+0.6% +$4.33K 0.16% 57
2025
Q1 		$632K Buy
2,844
+5
+0.2% +$1.23K 0.14% 60
2024
Q4 		$690K Sell
2,839
-529
-16% -$124K 0.14% 61
2024
Q3 		$713K Sell
3,368
-115
-3% -$23.1K 0.15% 58
2024
Q2 		$714K Sell
3,483
-34
-1% -$6.83K 0.17% 54
2024
Q1 		$723K Sell
3,517
-340
-9% -$67.1K 0.18% 57
2023
Q4 		$720K Sell
3,857
-16,759
-81% -$2.8M 0.21% 48
2023
Q3 		$3.29M Sell
20,616
-2,541
-11% -$422K 1.09% 39
2023
Q2 		$3.77M Buy
+23,157
New +$3.48M 1.18% 29
2021
Q1 		– Sell
-16,657
Closed -$3.54M – 81
2020
Q4 		$3.54M Buy
16,657
+73
+0.4% +$14.8K 1.44% 23
2020
Q3 		$3.12M Buy
16,584
+2,169
+15% +$400K 1.47% 21
2020
Q2 		$2.46M Buy
+14,415
New +$2.2M 1.36% 18
2020
Q1 		– Sell
-15,621
Closed -$2.17M – 84
2019
Q4 		$2.17M Buy
15,621
+984
+7% +$133K 1.21% 21
2019
Q3 		$1.97M Sell
14,637
-1,435
-9% -$203K 1.33% 20
2019
Q2 		$2.33M Buy
16,072
+284
+2% +$40.5K 1.63% 21
2019
Q1 		$2.23M Buy
+15,788
New +$2.1M 1.67% 19
2018
Q4 		– Sell
-17,108
Closed -$2.4M – 220
2018
Q3 		$2.4M Buy
17,108
+555
+3% +$78.7K 1.59% 20
2018
Q2 		$2.31M Buy
16,553
+1,174
+8% +$154K 1.65% 19
2018
Q1 		$1.85M Buy
15,379
+312
+2% +$37.8K 1.44% 16
2017
Q4 		$1.66M Buy
15,067
+333
+2% +$35.8K 1.29% 17
2017
Q3 		$1.51M Buy
14,734
+881
+6% +$87.3K 1.25% 17
2017
Q2 		$1.31M Sell
13,853
-575
-4% -$53.4K 1.14% 17
2017
Q1 		$1.27M Sell
14,428
-25,791
-64% -$2.22M 1.14% 17
2016
Q4 		$1.18M Buy
40,219
+26,697
+197% +$2.15M 1.1% 18
2016
Q3 		$1.1M Buy
+13,522
New +$1.05M 1.03% 17
2016
Q2 		– Sell
-12,966
Closed -$885K – 446
2016
Q1 		$885K Buy
12,966
+1,598
+14% +$105K 0.85% 20
2015
Q4 		$762K Buy
+11,368
New +$842K 0.71% 22

Other funds holding FDN

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

MinichMacGregor Wealth Management's FDN Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.5% in Q2 2026, buying an estimated $3.69K and bringing the position to 927 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #134.

MinichMacGregor Wealth Management first reported a position in FDN in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.77M in Q2 2023. 258 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • MinichMacGregor Wealth Management held 927 shares of First Trust Dow Jones Internet Index Fund ETF worth $245K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 14 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $3.69K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #134 holding.
  • MinichMacGregor Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and has held it in 31 quarters since.
  • MinichMacGregor Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.77M in Q2 2023.
  • 258 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.