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WMP
Wealth Management Partners’s
First Trust Dow Jones Internet Index Fund ETF
FDN
Stock Holding History
Wealth Management Partners’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
$7.49M
Sell
31,985
-920
-3%
-$229K
2.14%
10
2025
Q4
$8.86M
Sell
32,905
-520
-2%
-$143K
2.53%
10
2025
Q3
$9.35M
Buy
33,425
+38
+0.1%
+$10.4K
2.97%
8
2025
Q2
$8.99M
Buy
33,387
+67
+0.2%
+$16.1K
3.18%
8
2025
Q1
$7.4M
Sell
33,320
-18
-0.1%
-$4.44K
3.43%
7
2024
Q4
$8.11M
Buy
33,338
+107
+0.3%
+$25K
3.5%
7
2024
Q3
$7.04M
Sell
33,231
-1,031
-3%
-$207K
3.26%
7
2024
Q2
$7.02M
Buy
34,262
+1,891
+6%
+$380K
3.41%
7
2024
Q1
$6.64M
Buy
32,371
+209
+0.6%
+$41.2K
3.37%
7
2023
Q4
$6M
Buy
32,162
+342
+1%
+$57.2K
3.35%
7
2023
Q3
$5.08M
Buy
31,820
+1,053
+3%
+$175K
3.17%
8
2023
Q2
$5.01M
Buy
30,767
+637
+2%
+$95.7K
3.15%
8
2023
Q1
$4.45M
Buy
30,130
+130
+0.4%
+$18K
3.11%
9
2022
Q4
$3.64M
Hold
30,000
–
–
3.04%
10
2022
Q3
$3.85M
Buy
30,000
+1,000
+3%
+$139K
3.38%
8
2022
Q2
$3.68M
Buy
29,000
+1,000
+4%
+$149K
3.22%
8
2022
Q1
$5.27M
Buy
28,000
+4,000
+17%
+$762K
3.76%
7
2021
Q4
$5.41M
Buy
24,000
+186
+0.8%
+$44K
3.72%
8
2021
Q3
$5.62M
Sell
23,814
-788
-3%
-$193K
4.17%
6
2021
Q2
$6.02M
Sell
24,602
-1,378
-5%
-$315K
4.2%
4
2021
Q1
$5.91M
Sell
25,980
-2,649
-9%
-$589K
4.41%
3
2020
Q4
$6.38M
Buy
+28,629
New
+$5.79M
5%
3
Other funds holding FDN
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$152B 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
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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