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Strategic Wealth Investment Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Strategic Wealth Investment Group’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
Q1 		– Sell
-799
Closed -$215K – 96
2025
Q4 		$215K Sell
799
-219
-22% -$60K 0.03% 90
2025
Q3 		$285K Buy
1,018
+929
+1,044% +$255K 0.02% 107
2025
Q2 		$24K Buy
+89
New +$21.4K 0.03% 77
2025
Q1 		– Sell
-1,422
Closed -$346K – 72
2024
Q4 		$346K Buy
1,422
+1
+0.1% +$234 0.04% 104
2024
Q3 		$299K Sell
1,421
-1,398
-50% -$280K 0.03% 110
2024
Q2 		$580K Buy
+2,819
New +$566K 0.07% 88
2023
Q4 		$414K Buy
2,217
+159
+8% +$26.6K 0.06% 90
2023
Q3 		$328K Sell
2,058
-71
-3% -$11.8K 0.06% 82
2023
Q2 		$347K Buy
2,129
+409
+24% +$61.4K 0.06% 98
2023
Q1 		$254K Buy
1,720
+89
+5% +$12.3K 0.05% 112
2022
Q4 		$213K Buy
+1,631
New +$207K 0.05% 112
2022
Q2 		– Sell
-1,146
Closed -$215K – 138
2022
Q1 		$215K Buy
1,146
+254
+28% +$48.4K 0.05% 93
2021
Q4 		$202K Buy
+892
New +$211K 0.05% 81

Other funds holding FDN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Strategic Wealth Investment Group's FDN Position: Q1 2026 in Review

Strategic Wealth Investment Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 799 shares — an estimated $215K sold.

Strategic Wealth Investment Group first reported a position in FDN in Q4 2021 and held it in 13 quarters. The position peaked at $580K in Q2 2024. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Strategic Wealth Investment Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 799 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $215K.
  • Strategic Wealth Investment Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 13 quarters.
  • Strategic Wealth Investment Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $580K in Q2 2024.
  • 552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.