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

Onyx Bridge Wealth 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 		$1.81M Buy
6,843
+73
+1% +$19.3K 0.16% 112
2026
Q1 		$1.58M Buy
6,770
+11
+0.2% +$2.74K 0.17% 113
2025
Q4 		$1.82M Sell
6,759
-134
-2% -$36.7K 0.19% 99
2025
Q3 		$1.93M Buy
6,893
+8
+0.1% +$2.19K 0.21% 88
2025
Q2 		$1.85M Sell
6,885
-18
-0.3% -$4.33K 0.25% 75
2025
Q1 		$1.53M Sell
6,903
-261
-4% -$64.3K 0.22% 85
2024
Q4 		$1.74M Sell
7,164
-247
-3% -$57.7K 0.25% 74
2024
Q3 		$1.57M Sell
7,411
-171
-2% -$34.3K 0.24% 78
2024
Q2 		$1.55M Sell
7,582
-20
-0.3% -$4.01K 0.26% 72
2024
Q1 		$1.52M Sell
7,602
-121
-2% -$23.9K 0.27% 70
2023
Q4 		$1.44M Sell
7,723
-243
-3% -$40.6K 0.29% 55
2023
Q3 		$1.27M Sell
7,966
-216
-3% -$35.9K 0.3% 57
2023
Q2 		$1.33M Buy
8,182
+60
+0.7% +$9.01K 0.32% 62
2023
Q1 		$1.2M Buy
8,122
+8
+0.1% +$1.1K 0.48% 40
2022
Q4 		$1M Sell
8,114
-209
-3% -$26.6K 0.41% 35
2022
Q3 		$1.04M Sell
8,323
-209
-2% -$29.1K 0.47% 29
2022
Q2 		$1.17M Buy
8,532
+122
+1% +$18.2K 0.52% 23
2022
Q1 		$1.31M Buy
8,410
+370
+5% +$70.5K 0.5% 23
2021
Q4 		$1.78M Buy
8,040
+286
+4% +$67.7K 0.6% 16
2021
Q3 		$1.91M Buy
7,754
+1,531
+25% +$374K 0.72% 17
2021
Q2 		$1.49M Buy
6,223
+373
+6% +$85.3K 0.64% 19
2021
Q1 		$1.28M Buy
+5,850
New +$1.3M 0.64% 19

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

Onyx Bridge Wealth Group's FDN Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.1% in Q2 2026, buying an estimated $19.3K and bringing the position to 6,843 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #112.

Onyx Bridge Wealth Group first reported a position in FDN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.93M in Q3 2025. 587 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Onyx Bridge Wealth Group held 6,843 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.81M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 73 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $19.3K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.16% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and has held it in 22 quarters since.
  • Onyx Bridge Wealth Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.93M in Q3 2025.
  • 587 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.