Proactive Wealth Strategies
FDN icon

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

Proactive Wealth Strategies’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
Q3 		$6.99M Sell
24,250
-390
-2% -$110K 1.08% 31
2026
Q2 		$6.52M Sell
24,640
-156
-0.6% -$41.2K 1.05% 31
2026
Q1 		$5.8M Buy
24,796
+11,764
+90% +$2.93M 1.09% 31
2025
Q4 		$3.51M Hold
13,032
– – 1.39% 22
2025
Q3 		$3.65M Sell
13,032
-50
-0.4% -$13.7K 1.57% 18
2025
Q2 		$3.52M Sell
13,082
-435
-3% -$105K 1.66% 12
2025
Q1 		$3M Sell
13,517
-298
-2% -$73.5K 1.6% 16
2024
Q4 		$3.36M Sell
13,815
-484
-3% -$113K 1.75% 15
2024
Q3 		$3.03M Buy
+14,299
New +$2.87M 1.68% 13

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Proactive Wealth Strategies's FDN Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.6% in Q3 2026, selling an estimated $110K and leaving 24,250 shares worth $6.99M. The position accounts for 1.08% of the portfolio, ranked #31.

Proactive Wealth Strategies first reported a position in FDN in Q3 2024 and has held it in 9 quarters since. 532 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Proactive Wealth Strategies held 24,250 shares of First Trust Dow Jones Internet Index Fund ETF worth $6.99M as of Q3 2026.
  • Proactive Wealth Strategies sold 390 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $110K.
  • First Trust Dow Jones Internet Index Fund ETF made up 1.08% of Proactive Wealth Strategies's portfolio in Q3 2026, its #31 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2024 and has held it in 9 quarters since.
  • 532 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.