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

NewEdge Wealth’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 		$1.08M Sell
4,076
-40
-1% -$10.6K 0.01% 646
2026
Q1 		$963K Sell
4,116
-8
-0.2% -$1.99K 0.01% 635
2025
Q4 		$1.11M Sell
4,124
-58
-1% -$15.9K 0.01% 597
2025
Q3 		$1.16M Sell
4,182
-1,436
-26% -$394K 0.02% 531
2025
Q2 		$1.53M Sell
5,618
-86
-2% -$20.7K 0.02% 439
2025
Q1 		$1.27M Sell
5,704
-3,747
-40% -$924K 0.02% 435
2024
Q4 		$2.3M Sell
9,451
-11
-0.1% -$2.57K 0.04% 322
2024
Q3 		$2M Buy
9,462
+174
+2% +$34.9K 0.04% 349
2024
Q2 		$1.9M Sell
9,288
-81
-0.9% -$16.3K 0.04% 333
2024
Q1 		$1.88M Buy
9,369
+1,687
+22% +$333K 0.04% 336
2023
Q4 		$1.43M Sell
7,682
-153
-2% -$25.6K 0.04% 349
2023
Q3 		$1.25M Buy
7,835
+2,966
+61% +$493K 0.04% 325
2023
Q2 		$794K Buy
+4,869
New +$731K 0.03% 386
2021
Q1 		– Sell
-1,179
Closed -$250K – 293
2020
Q4 		$250K Buy
+1,179
New +$239K 0.08% 132

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Wealth's FDN Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.97% in Q2 2026, selling an estimated $10.6K and leaving 4,076 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #646.

NewEdge Wealth first reported a position in FDN in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2024. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • NewEdge Wealth held 4,076 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.08M as of Q2 2026.
  • NewEdge Wealth sold 40 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $10.6K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #646 holding.
  • NewEdge Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 14 quarters since.
  • NewEdge Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.3M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.