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

National Wealth Management Group’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	$330K	Sell	1,248 -13	-1%	-$3.43K	0.1%	159
2026 Q1	$295K	Sell	1,261 -9	-0.7%	-$2.24K	0.11%	162
2025 Q4	$342K	Sell	1,270 -10	-0.8%	-$2.74K	0.12%	166
2025 Q3	$358K	Hold	1,280	–	–	0.14%	169
2025 Q2	$345K	Sell	1,280 -10	-0.8%	-$2.4K	0.19%	116
2025 Q1	$287K	Hold	1,290	–	–	0.19%	114
2024 Q4	$314K	Sell	1,290 -24	-2%	-$5.61K	0.21%	104
2024 Q3	$278K	Sell	1,314 -85	-6%	-$17.1K	0.19%	119
2024 Q2	$287K	Sell	1,399 -100	-7%	-$20.1K	0.22%	104
2024 Q1	$307K	Sell	1,499 -67	-4%	-$13.2K	0.24%	107
2023 Q4	$292K	Sell	1,566 -118	-7%	-$19.7K	0.28%	105
2023 Q3	$269K	Sell	1,684 -78	-4%	-$13K	0.29%	103
2023 Q2	$290K	Hold	1,762	–	–	0.3%	95
2023 Q1	$252K	Sell	1,762 -187	-10%	-$25.8K	0.29%	112
2022 Q4	$240K	Sell	1,949 -71	-4%	-$9.02K	0.29%	111
2022 Q3	$255K	Sell	2,020 -684	-25%	-$95.3K	0.33%	100
2022 Q2	$343K	Sell	2,704 -241	-8%	-$36K	0.43%	64
2022 Q1	$553K	Buy	2,945 +56	+2%	+$10.7K	0.53%	55
2021 Q4	$653K	Buy	+2,889	New	+$684K	0.61%	56

Other funds holding FDN

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

MIA

MeadowBrook Investment Advisors Livonia, Michigan $126M AUM 25.52% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

National Wealth Management Group's FDN Position: Q2 2026 in Review

National Wealth Management Group reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1% in Q2 2026, selling an estimated $3.43K and leaving 1,248 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #159.

National Wealth Management Group first reported a position in FDN in Q4 2021 and has held it in 19 quarters since. The position peaked at $653K in Q4 2021. 123 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

National Wealth Management Group held 1,248 shares of First Trust Dow Jones Internet Index Fund ETF worth $330K as of Q2 2026.
National Wealth Management Group sold 13 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $3.43K.
First Trust Dow Jones Internet Index Fund ETF made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #159 holding.
National Wealth Management Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 19 quarters since.
National Wealth Management Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $653K in Q4 2021.
123 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.