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

TriaGen 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
Q1 		– Sell
-8,552
Closed -$2.3M – 181
2025
Q4 		$2.3M Sell
8,552
-172
-2% -$47.1K 0.6% 41
2025
Q3 		$2.44M Sell
8,724
-229
-3% -$62.8K 0.64% 41
2025
Q2 		$2.41M Buy
8,953
+3,624
+68% +$871K 0.73% 35
2025
Q1 		$1.18M Sell
5,329
-6,765
-56% -$1.67M 0.42% 59
2024
Q4 		$2.94M Sell
12,094
-583
-5% -$136K 0.99% 19
2024
Q3 		$2.69M Buy
12,677
+107
+0.9% +$21.5K 0.9% 23
2024
Q2 		$2.58M Buy
12,570
+92
+0.7% +$18.5K 1% 26
2024
Q1 		$2.56M Buy
12,478
+371
+3% +$73.2K 1.06% 22
2023
Q4 		$2.26M Sell
12,107
-786
-6% -$131K 1.08% 24
2023
Q3 		$2.06M Buy
12,893
+726
+6% +$121K 1.05% 23
2023
Q2 		$1.98M Buy
+12,167
New +$1.83M 0.91% 31
2021
Q1 		– Sell
-7,385
Closed -$1.57M – 175
2020
Q4 		$1.57M Buy
+7,385
New +$1.49M 0.92% 41

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

TriaGen Wealth Management's FDN Position: Q1 2026 in Review

TriaGen Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 8,552 shares — an estimated $2.3M sold.

TriaGen Wealth Management first reported a position in FDN in Q4 2020 and held it in 12 quarters. The position peaked at $2.94M in Q4 2024. 553 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • TriaGen Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 8,552 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $2.3M.
  • TriaGen Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 12 quarters.
  • TriaGen Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.94M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.