SWM
FDN icon

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

Spire 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 		$512K Buy
1,936
+700
+57% +$185K 0.02% 545
2026
Q1 		$289K Sell
1,236
-640
-34% -$160K 0.01% 687
2025
Q4 		$505K Buy
1,876
+641
+52% +$176K 0.02% 545
2025
Q3 		$346K Sell
1,235
-693
-36% -$190K 0.01% 628
2025
Q2 		$519K Sell
1,928
-728
-27% -$175K 0.02% 498
2025
Q1 		$590K Sell
2,656
-10,293
-79% -$2.54M 0.02% 527
2024
Q4 		$1.69M Buy
+12,949
New +$3.03M 0.05% 264
2024
Q3 		– Sell
-2,844
Closed -$583K – 2203
2024
Q2 		$583K Sell
2,844
-918
-24% -$184K 0.02% 457
2024
Q1 		$772K Buy
3,762
+742
+25% +$146K 0.01% 428
2023
Q4 		$578K Sell
3,020
-1,065
-26% -$178K 0.02% 484
2023
Q3 		$652K Buy
4,085
+960
+31% +$160K 0.02% 426
2023
Q2 		$509K Sell
3,125
-1,566
-33% -$235K 0.02% 484
2023
Q1 		$694K Buy
4,691
+302
+7% +$41.7K 0.03% 409
2022
Q4 		$540K Sell
4,389
-2,014
-31% -$256K 0.03% 353
2022
Q3 		$808K Sell
6,403
-3,467
-35% -$483K 0.05% 247
2022
Q2 		$1.25M Sell
9,870
-12,662
-56% -$1.89M 0.05% 287
2022
Q1 		$4.23M Sell
22,532
-694
-3% -$132K 0.11% 170
2021
Q4 		$5.25M Sell
23,226
-1,270
-5% -$301K 0.12% 170
2021
Q3 		$5.78M Buy
24,496
+553
+2% +$135K 0.15% 153
2021
Q2 		$5.86M Sell
23,943
-472
-2% -$108K 0.16% 152
2021
Q1 		$5.34M Buy
+24,415
New +$5.43M 0.14% 154

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Spire Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 57% in Q2 2026, buying an estimated $185K and bringing the position to 1,936 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #545.

Spire Wealth Management first reported a position in FDN in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.86M in Q2 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Spire Wealth Management held 1,936 shares of First Trust Dow Jones Internet Index Fund ETF worth $512K as of Q2 2026.
  • Spire Wealth Management bought 700 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $185K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Spire Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $5.86M in Q2 2021.
  • 583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.