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

WCG 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 Q2	$19.8M	Buy	74,915 +5,649	+8%	+$1.49M	0.47%	60
2026 Q1	$16.2M	Sell	69,266 -2,201	-3%	-$549K	0.45%	64
2025 Q4	$19.2M	Buy	71,467 +45,826	+179%	+$12.6M	0.54%	49
2025 Q3	$7.18M	Sell	25,641 -3,047	-11%	-$835K	0.45%	63
2025 Q2	$7.73M	Sell	28,688 -2,013	-7%	-$484K	0.5%	60
2025 Q1	$6.82M	Sell	30,701 -6,926	-18%	-$1.71M	0.52%	61
2024 Q4	$9.15M	Sell	37,627 -571	-1%	-$133K	0.6%	50
2024 Q3	$8.09M	Sell	38,198 -889	-2%	-$178K	0.55%	51
2024 Q2	$8.01M	Buy	39,087 +1,209	+3%	+$243K	0.59%	49
2024 Q1	$7.77M	Sell	37,878 -12,483	-25%	-$2.46M	0.65%	49
2023 Q4	$9.39M	Sell	50,361 -8,120	-14%	-$1.36M	0.69%	46
2023 Q3	$9.43M	Buy	+58,481	New	+$9.72M	0.69%	47
2022 Q4	–	Sell	-4,002	Closed	-$505K	–	193
2022 Q3	$505K	Sell	4,002 -151	-4%	-$21K	0.07%	180
2022 Q2	$528K	Buy	+4,153	New	+$621K	0.07%	163

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG Wealth Advisors's FDN Position: Q2 2026 in Review

WCG Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 8.2% in Q2 2026, buying an estimated $1.49M and bringing the position to 74,915 shares worth $19.8M. The position accounts for 0.47% of the portfolio, ranked #60.

WCG Wealth Advisors first reported a position in FDN in Q2 2022 and has held it in 14 quarters since. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

WCG Wealth Advisors held 74,915 shares of First Trust Dow Jones Internet Index Fund ETF worth $19.8M as of Q2 2026.
WCG Wealth Advisors bought 5,649 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.49M.
First Trust Dow Jones Internet Index Fund ETF made up 0.47% of WCG Wealth Advisors's portfolio in Q2 2026, its #60 holding.
WCG Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and has held it in 14 quarters since.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.