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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
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

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peterson Wealth Management's FDN Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026: 207 shares worth $48.4K. The stake represents 0.03% of the portfolio and ranks #74 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in FDN as recently as Q1 2025.

Peterson Wealth Management first reported a position in FDN in Q2 2020 and has held it in 17 quarters since. The position peaked at $3.39M in Q3 2024. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Peterson Wealth Management held 207 shares of First Trust Dow Jones Internet Index Fund ETF worth $48.4K as of Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Peterson Wealth Management position in Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Peterson Wealth Management's portfolio in Q1 2026, its #74 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 17 quarters since.
  • Peterson Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.39M in Q3 2024.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.