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

Puff 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	$516K	Buy	+1,951	New	+$515K	0.53%	46
2025 Q4	$564K	Sell	2,125 -41	-2%	-$11.2K	0.73%	41
2025 Q3	$606K	Buy	2,166 +39	+2%	+$10.7K	0.92%	33
2025 Q2	$573K	Hold	2,127	–	–	0.42%	56
2025 Q1	$473K	Sell	2,127 -405	-16%	-$99.8K	0.44%	55
2024 Q4	$616K	Buy	+2,532	New	+$592K	1.07%	32

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

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

Puff Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 1,951 shares worth $516K. The stake represents 0.53% of the portfolio and ranks #46 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FDN as recently as Q4 2025.

Puff Wealth Management first reported a position in FDN in Q4 2024 and has held it in 6 quarters since. The position peaked at $616K in Q4 2024. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Puff Wealth Management held 1,951 shares of First Trust Dow Jones Internet Index Fund ETF worth $516K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Puff Wealth Management position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.53% of Puff Wealth Management's portfolio in Q2 2026, its #46 holding.
Puff Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $616K in Q4 2024.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.