MPWM Advisory Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

MPWM Advisory Solutions’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	$134K	Sell	505 -234	-32%	-$61.8K	0.06%	133
2026 Q1	$173K	Sell	739 -29	-4%	-$7.23K	0.09%	111
2025 Q4	$207K	Hold	768	–	–	0.12%	89
2025 Q3	$215K	Sell	768 -30	-4%	-$8.22K	0.13%	84
2025 Q2	$215K	Buy	798 +452	+131%	+$109K	0.14%	78
2025 Q1	$76.9K	Sell	346 -25	-7%	-$6.16K	0.06%	114
2024 Q4	$90.2K	Buy	+371	New	+$86.7K	0.07%	111

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

MPWM Advisory Solutions's FDN Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 32% in Q2 2026, selling an estimated $61.8K and leaving 505 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #133.

MPWM Advisory Solutions first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q2 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

MPWM Advisory Solutions held 505 shares of First Trust Dow Jones Internet Index Fund ETF worth $134K as of Q2 2026.
MPWM Advisory Solutions sold 234 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $61.8K.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of MPWM Advisory Solutions's portfolio in Q2 2026, its #133 holding.
MPWM Advisory Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's First Trust Dow Jones Internet Index Fund ETF position peaked at $215K in Q2 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.