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TruWealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

TruWealth Advisors’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 		$1.42M Sell
6,072
-283
-4% -$70.5K 0.07% 88
2025
Q4 		$1.71M Sell
6,355
-35
-0.5% -$9.59K 0.08% 83
2025
Q3 		$1.79M Hold
6,390
– – 0.09% 81
2025
Q2 		$1.72M Hold
6,390
– – 0.09% 81
2025
Q1 		$1.42M Sell
6,390
-22
-0.3% -$5.42K 0.09% 75
2024
Q4 		$1.56M Buy
6,412
+44
+0.7% +$10.3K 0.09% 74
2024
Q3 		$1.35M Sell
6,368
-255
-4% -$51.2K 0.08% 76
2024
Q2 		$1.36M Hold
6,623
– – 0.09% 75
2024
Q1 		$1.36M Sell
6,623
-57
-0.9% -$11.2K 0.09% 77
2023
Q4 		$1.25M Sell
6,680
-205
-3% -$34.3K 0.1% 71
2023
Q3 		$1.1M Sell
6,885
-197
-3% -$32.7K 0.09% 75
2023
Q2 		$1.15M Sell
7,082
-770
-10% -$116K 0.1% 74
2023
Q1 		$1.16M Sell
7,852
-843
-10% -$116K 0.11% 74
2022
Q4 		$1.07M Sell
8,695
-2,082
-19% -$264K 0.1% 75
2022
Q3 		$1.36M Sell
10,777
-3,186
-23% -$444K 0.14% 67
2022
Q2 		$1.77M Sell
13,963
-90,738
-87% -$13.6M 0.19% 61
2022
Q1 		$19.7M Sell
104,701
-13,966
-12% -$2.66M 2.05% 16
2021
Q4 		$26.8M Buy
118,667
+5,131
+5% +$1.21M 2.72% 8
2021
Q3 		$26.8M Sell
113,536
-497
-0.4% -$122K 2.99% 7
2021
Q2 		$27.9M Sell
114,033
-2,719
-2% -$622K 3.28% 7
2021
Q1 		$25.5M Sell
116,752
-26,233
-18% -$5.83M 3.46% 7
2020
Q4 		$30.3M Buy
+142,985
New +$28.9M 4.53% 7

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

TruWealth Advisors's FDN Position: Q1 2026 in Review

TruWealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.5% in Q1 2026, selling an estimated $70.5K and leaving 6,072 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #88.

TruWealth Advisors first reported a position in FDN in Q4 2020 and has held it in 22 quarters since. The position peaked at $30.3M in Q4 2020. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • TruWealth Advisors held 6,072 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.42M as of Q1 2026.
  • TruWealth Advisors sold 283 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $70.5K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.07% of TruWealth Advisors's portfolio in Q1 2026, its #88 holding.
  • TruWealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $30.3M in Q4 2020.
  • 552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.