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

Modern 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	$3.24M	Buy	12,246 +7,333	+149%	+$1.94M	0.04%	311
2026 Q1	$1.16M	Sell	4,913 -1,367	-22%	-$341K	0.02%	391
2025 Q4	$1.69M	Sell	6,280 -52	-0.8%	-$14.3K	0.03%	325
2025 Q3	$1.77M	Sell	6,332 -199	-3%	-$54.5K	0.04%	295
2025 Q2	$1.76M	Buy	6,531 +529	+9%	+$127K	0.04%	280
2025 Q1	$1.33M	Buy	6,002 +79	+1%	+$19.5K	0.04%	264
2024 Q4	$1.44M	Buy	+5,923	New	+$1.38M	0.05%	219

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

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

Modern Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 149% in Q2 2026, buying an estimated $1.94M and bringing the position to 12,246 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #311.

Modern Wealth Management first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Modern Wealth Management held 12,246 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.24M as of Q2 2026.
Modern Wealth Management bought 7,333 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.94M.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #311 holding.
Modern Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.