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

Peterson Wealth Management’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 		$53.5K Sell
202
-5
-2% -$1.32K 0.02% 77
2026
Q1 		$48.4K Buy
+207
New +$51.6K 0.03% 74
2025
Q2 		– Sell
-6,930
Closed -$1.54M – 48
2025
Q1 		$1.54M Sell
6,930
-2,354
-25% -$580K 1.04% 26
2024
Q4 		$2.26M Sell
9,284
-13,699
-60% -$3.2M 1.34% 25
2024
Q3 		$3.39M Buy
22,983
+10,721
+87% +$2.15M 2.17% 19
2024
Q2 		$2.51M Buy
12,262
+870
+8% +$175K 1.55% 24
2024
Q1 		$2.34M Sell
11,392
-47
-0.4% -$9.27K 1.69% 22
2023
Q4 		$2.13M Sell
11,439
-231
-2% -$38.6K 1.92% 16
2023
Q3 		$1.86M Buy
11,670
+2,647
+29% +$440K 1.53% 18
2023
Q2 		$1.47M Buy
9,023
+4,431
+96% +$665K 1.16% 23
2023
Q1 		$679K Sell
4,592
-55
-1% -$7.6K 0.65% 38
2022
Q4 		$572K Buy
+4,647
New +$590K 0.58% 38
2022
Q1 		– Sell
-10,770
Closed -$2.44M – 61
2021
Q4 		$2.44M Buy
10,770
+622
+6% +$147K 1.63% 20
2021
Q3 		$2.39M Buy
+10,148
New +$2.48M 1.85% 17
2021
Q2 		– Sell
-10,061
Closed -$2.19M – 62
2021
Q1 		$2.19M Buy
10,061
+2,835
+39% +$631K 1.86% 16
2020
Q4 		$1.53M Buy
7,226
+1,394
+24% +$282K 1.25% 23
2020
Q3 		$1.1M Buy
5,832
+349
+6% +$64.4K 0.97% 24
2020
Q2 		$935K Buy
+5,483
New +$837K 0.93% 26

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

Peterson Wealth Management's FDN Position: Q2 2026 in Review

Peterson Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.4% in Q2 2026, selling an estimated $1.32K and leaving 202 shares worth $53.5K. The position accounts for 0.02% of the portfolio, ranked #77.

Peterson Wealth Management first reported a position in FDN in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.39M in Q3 2024. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Peterson Wealth Management held 202 shares of First Trust Dow Jones Internet Index Fund ETF worth $53.5K as of Q2 2026.
  • Peterson Wealth Management sold 5 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.32K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Peterson Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Peterson Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 18 quarters since.
  • Peterson Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.39M in Q3 2024.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.