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 Q3	$557K	Sell	1,931 -20	-1%	-$5.65K	0.53%	49
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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Puff Wealth Management's FDN Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1% in Q3 2026, selling an estimated $5.65K and leaving 1,931 shares worth $557K. The position accounts for 0.53% of the portfolio, ranked #49.

Puff Wealth Management first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $616K in Q4 2024. 72 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Puff Wealth Management held 1,931 shares of First Trust Dow Jones Internet Index Fund ETF worth $557K as of Q3 2026.
Puff Wealth Management sold 20 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $5.65K.
First Trust Dow Jones Internet Index Fund ETF made up 0.53% of Puff Wealth Management's portfolio in Q3 2026, its #49 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 7 quarters since.
Puff Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $616K in Q4 2024.
72 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.