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WealthShield Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WealthShield 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 		$2.05M Sell
8,750
-244
-3% -$60.8K 0.23% 124
2025
Q4 		$2.42M Sell
8,994
-130
-1% -$35.6K 0.27% 103
2025
Q3 		$2.55M Hold
9,124
– – 0.29% 93
2025
Q2 		$2.46M Hold
9,124
– – 0.3% 95
2025
Q1 		$2.03M Sell
9,124
-35
-0.4% -$8.63K 0.26% 106
2024
Q4 		$2.23M Buy
9,159
+1,744
+24% +$408K 0.32% 91
2024
Q3 		$1.57M Sell
7,415
-965
-12% -$194K 0.21% 116
2024
Q2 		$1.72M Buy
8,380
+2,555
+44% +$513K 0.26% 102
2024
Q1 		$1.19M Sell
5,825
-970
-14% -$191K 0.19% 130
2023
Q4 		$1.27M Sell
6,795
-2,500
-27% -$418K 0.21% 122
2023
Q3 		$1.48M Buy
9,295
+4,734
+104% +$787K 0.22% 119
2023
Q2 		$743K Buy
4,561
+780
+21% +$117K 0.11% 171
2023
Q1 		$559K Hold
3,781
– – 0.09% 196
2022
Q4 		$466K Sell
3,781
-919
-20% -$117K 0.09% 205
2022
Q3 		$593K Sell
4,700
-1,506
-24% -$210K 0.12% 180
2022
Q2 		$788K Sell
6,206
-101
-2% -$15.1K 0.16% 155
2022
Q1 		$1.19M Sell
6,307
-314
-5% -$59.8K 0.19% 125
2021
Q4 		$1.5M Sell
6,621
-2,069
-24% -$490K 0.25% 87
2021
Q3 		$2.05M Buy
8,690
+8,091
+1,351% +$1.98M 0.55% 48
2021
Q2 		$147K Buy
+599
New +$137K 0.02% 303
2021
Q1 		– Sell
-8,519
Closed -$1.81M – 1150
2020
Q4 		$1.81M Buy
8,519
+2,093
+33% +$423K 0.33% 68
2020
Q3 		$1.21M Buy
6,426
+144
+2% +$26.6K 0.42% 62
2020
Q2 		$1.07M Buy
6,282
+1,510
+32% +$230K 0.49% 51
2020
Q1 		$590K Sell
4,772
-2,426
-34% -$336K 0.36% 67
2019
Q4 		$1M Hold
7,198
– – 0.49% 42
2019
Q3 		$969K Buy
7,198
+437
+6% +$61.7K 0.51% 43
2019
Q2 		$972K Sell
6,761
-1,466
-18% -$209K 0.56% 35
2019
Q1 		$1.14M Sell
8,227
-432
-5% -$57.5K 0.64% 32
2018
Q4 		$1.01M Sell
8,659
-8,254
-49% -$1.03M 0.69% 30
2018
Q3 		$2.39M Buy
16,913
+1,547
+10% +$219K 1.37% 15
2018
Q2 		$2.12M Sell
15,366
-18,108
-54% -$2.37M 1.29% 18
2018
Q1 		$4.03M Sell
33,474
-2,903
-8% -$352K 2.56% 7
2017
Q4 		$4.04M Buy
+36,377
New +$3.91M 2.46% 8

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthShield Partners's FDN Position: Q1 2026 in Review

WealthShield Partners reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.7% in Q1 2026, selling an estimated $60.8K and leaving 8,750 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #124.

WealthShield Partners first reported a position in FDN in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.04M in Q4 2017. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • WealthShield Partners held 8,750 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.05M as of Q1 2026.
  • WealthShield Partners sold 244 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $60.8K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.23% of WealthShield Partners's portfolio in Q1 2026, its #124 holding.
  • WealthShield Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and has held it in 33 quarters since.
  • WealthShield Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $4.04M in Q4 2017.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.