Sound Income Strategies’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sound Income 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	$1.38M	Sell	4,693 -406	-8%	-$115K	0.06%	179
2026 Q2	$1.35M	Sell	5,099 -829	-14%	-$219K	0.06%	188
2026 Q1	$1.4M	Sell	5,928 -190	-3%	-$47.4K	0.07%	162
2025 Q4	$1.6M	Buy	6,118 +5,277	+627%	+$1.45M	0.08%	157
2025 Q3	$239K	Sell	841 -445	-35%	-$122K	0.01%	266
2025 Q2	$346K	Sell	1,286 -250	-16%	-$60.1K	0.02%	213
2025 Q1	$341K	Buy	1,536 +1,046	+213%	+$258K	0.02%	216
2024 Q4	$119K	Buy	490 +483	+6,900%	+$113K	0.01%	326
2024 Q3	$1.48K	Hold	7	–	–	﹤0.01%	1186
2024 Q2	$1.44K	Sell	7 -3	-30%	-$602	﹤0.01%	1151
2024 Q1	$2.05K	Buy	10 +3	+43%	+$592	﹤0.01%	1055
2023 Q4	$1.31K	Buy	+7	New	+$1.17K	﹤0.01%	1134
2023 Q3	–	Sell	-8	Closed	-$1.3K	–	1178
2023 Q2	$1.3K	Buy	+8	New	+$1.2K	﹤0.01%	936
2023 Q1	–	Sell	-97	Closed	-$11.9K	–	1085
2022 Q4	$11.9K	Buy	+97	New	+$12.3K	﹤0.01%	479
2019 Q2	–	Sell	-72	Closed	-$10K	–	689
2019 Q1	$10K	Sell	72 -50	-41%	-$6.66K	﹤0.01%	336
2018 Q4	$14K	Sell	122 -31	-20%	-$3.85K	0.01%	278
2018 Q3	$22K	Buy	153 +81	+113%	+$11.5K	0.01%	229
2018 Q2	$10K	Buy	+72	New	+$9.43K	0.01%	306

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

JWS

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 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

Sound Income Strategies's FDN Position: Q3 2026 in Review

Sound Income Strategies reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 8% in Q3 2026, selling an estimated $115K and leaving 4,693 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #179.

Sound Income Strategies first reported a position in FDN in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.6M in Q4 2025. 89 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Sound Income Strategies held 4,693 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.38M as of Q3 2026.
Sound Income Strategies sold 406 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $115K.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Sound Income Strategies's portfolio in Q3 2026, its #179 holding.
Sound Income Strategies first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and has held it in 18 quarters since.
Sound Income Strategies's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.6M in Q4 2025.
89 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.