U.S. Capital Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

U.S. Capital Wealth 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	$376K	Buy	1,606 +52	+3%	+$13K	0.01%	744
2025 Q4	$418K	Buy	1,554 +225	+17%	+$61.7K	0.01%	703
2025 Q3	$372K	Sell	1,329 -407	-23%	-$112K	0.01%	706
2025 Q2	$468K	Sell	1,736 -3,457	-67%	-$831K	0.01%	612
2025 Q1	$1.15M	Sell	5,193 -430	-8%	-$106K	0.04%	393
2024 Q4	$1.37M	Buy	5,623 +180	+3%	+$42.1K	0.04%	374
2024 Q3	$1.15M	Buy	5,443 +213	+4%	+$42.7K	0.04%	338
2024 Q2	$1.07M	Buy	5,230 +29	+0.6%	+$5.82K	0.04%	336
2024 Q1	$1.07M	Hold	5,201	–	–	0.04%	337
2023 Q4	$970K	Sell	5,201 -520	-9%	-$86.9K	0.04%	339
2023 Q3	$913K	Buy	5,721 +17	+0.3%	+$2.83K	0.04%	329
2023 Q2	$930K	Buy	5,704 +270	+5%	+$40.5K	0.04%	340
2023 Q1	$803K	Sell	5,434 -2,245	-29%	-$310K	0.04%	342
2022 Q4	$946K	Buy	7,679 +1,060	+16%	+$135K	0.04%	337
2022 Q3	$835K	Sell	6,619 -415	-6%	-$57.8K	0.04%	351
2022 Q2	$894K	Sell	7,034 -18,803	-73%	-$2.81M	0.04%	369
2022 Q1	$4.85M	Buy	25,837 +272	+1%	+$51.8K	0.18%	121
2021 Q4	$5.78M	Sell	25,565 -531	-2%	-$126K	0.23%	101
2021 Q3	$6.16M	Buy	+26,096	New	+$6.38M	0.27%	90

Other funds holding FDN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's FDN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.3% in Q1 2026, buying an estimated $13K and bringing the position to 1,606 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #744.

U.S. Capital Wealth Advisors first reported a position in FDN in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.16M in Q3 2021. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

U.S. Capital Wealth Advisors held 1,606 shares of First Trust Dow Jones Internet Index Fund ETF worth $376K as of Q1 2026.
U.S. Capital Wealth Advisors bought 52 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $13K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #744 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.16M in Q3 2021.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.