Wealth Enhancement Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$5.14M	Buy	17,410 +8,845	+103%	+$2.5M	0.01%	1068
2026 Q2	$2.37M	Buy	8,565 +2,849	+50%	+$752K	﹤0.01%	1471
2026 Q1	$1.37M	Sell	5,716 -4,092	-42%	-$1.02M	﹤0.01%	1605
2025 Q4	$2.66M	Buy	9,808 +1,382	+16%	+$379K	﹤0.01%	1357
2025 Q3	$2.35M	Sell	8,426 -155	-2%	-$42.5K	﹤0.01%	1345
2025 Q2	$2.31M	Buy	8,581 +23	+0.3%	+$5.53K	﹤0.01%	1283
2025 Q1	$1.9M	Sell	8,558 -106	-1%	-$26.1K	﹤0.01%	1268
2024 Q4	$2.11M	Buy	8,664 +1,489	+21%	+$348K	﹤0.01%	1162
2024 Q3	$1.52M	Sell	7,175 -818	-10%	-$164K	﹤0.01%	1189
2024 Q2	$1.64M	Buy	7,993 +505	+7%	+$101K	﹤0.01%	1069
2024 Q1	$1.54M	Sell	7,488 -597	-7%	-$118K	﹤0.01%	1064
2023 Q4	$1.51M	Buy	8,085 +870	+12%	+$145K	﹤0.01%	999
2023 Q3	$1.15M	Buy	+7,215	New	+$1.2M	﹤0.01%	1041

Other funds holding FDN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 103% in Q3 2026, buying an estimated $2.5M and bringing the position to 17,410 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #1068.

Wealth Enhancement Advisory Services first reported a position in FDN in Q3 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Wealth Enhancement Advisory Services held 17,410 shares of First Trust Dow Jones Internet Index Fund ETF worth $5.14M as of Q3 2026.
Wealth Enhancement Advisory Services bought 8,845 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $2.5M.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1068 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2023 and has held it in 13 quarters since.
187 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.