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 Q2	$8.38M	Sell	31,647 -338	-1%	-$89.2K	1.97%	12
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	3.21%	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	4.16%	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

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Wealth Management Partners's FDN Position: Q2 2026 in Review

Wealth Management Partners reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.1% in Q2 2026, selling an estimated $89.2K and leaving 31,647 shares worth $8.38M. The position accounts for 1.97% of the portfolio, ranked #12.

Wealth Management Partners first reported a position in FDN in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.35M in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Wealth Management Partners held 31,647 shares of First Trust Dow Jones Internet Index Fund ETF worth $8.38M as of Q2 2026.
Wealth Management Partners sold 338 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $89.2K.
First Trust Dow Jones Internet Index Fund ETF made up 1.97% of Wealth Management Partners's portfolio in Q2 2026, its #12 holding.
Wealth Management Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $9.35M in Q3 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.