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

PCG Wealth Advisors’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	$1.24M	Sell	4,677 -199	-4%	-$52.5K	0.28%	86
2026 Q1	$1.14M	Sell	4,876 -141	-3%	-$35.1K	0.29%	84
2025 Q4	$1.35M	Sell	5,017 -149	-3%	-$40.8K	0.38%	73
2025 Q3	$1.45M	Sell	5,166 -261	-5%	-$71.5K	0.42%	69
2025 Q2	$1.46M	Sell	5,427 -5	-0.1%	-$1.2K	0.75%	38
2025 Q1	$1.21M	Buy	5,432 +16	+0.3%	+$3.94K	0.42%	67
2024 Q4	$1.32M	Sell	5,416 -6,165	-53%	-$1.44M	0.49%	64
2024 Q3	$2.45M	Buy	11,581 +28	+0.2%	+$5.62K	0.95%	35
2024 Q2	$2.37M	Sell	11,553 -543	-4%	-$109K	1.03%	34
2024 Q1	$2.48M	Buy	12,096 +131	+1%	+$25.8K	1.18%	30
2023 Q4	$2.23M	Buy	11,965 +5,091	+74%	+$851K	1.25%	30
2023 Q3	$1.1M	Buy	6,874 +880	+15%	+$146K	0.72%	35
2023 Q2	$977K	Sell	5,994 -193	-3%	-$29K	0.61%	42
2023 Q1	$915K	Sell	6,187 -232	-4%	-$32K	0.58%	44
2022 Q4	$791K	Sell	6,419 -8,399	-57%	-$1.07M	0.5%	50
2022 Q3	$1.87M	Buy	14,818 +7,112	+92%	+$991K	0.67%	39
2022 Q2	$979K	Sell	7,706 -210	-3%	-$31.4K	0.7%	34
2022 Q1	$1.49M	Sell	7,916 -6,313	-44%	-$1.2M	0.94%	26
2021 Q4	$3.22M	Buy	+14,229	New	+$3.37M	2.24%	12

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

PCG Wealth Advisors's FDN Position: Q2 2026 in Review

PCG Wealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.1% in Q2 2026, selling an estimated $52.5K and leaving 4,677 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #86.

PCG Wealth Advisors first reported a position in FDN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.22M in Q4 2021. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

PCG Wealth Advisors held 4,677 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.24M as of Q2 2026.
PCG Wealth Advisors sold 199 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $52.5K.
First Trust Dow Jones Internet Index Fund ETF made up 0.28% of PCG Wealth Advisors's portfolio in Q2 2026, its #86 holding.
PCG Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.22M in Q4 2021.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.