Wealthspire Advisors (New York)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wealthspire Advisors (New York)’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	$480K	Buy	1,815 +196	+12%	+$51.7K	﹤0.01%	813
2026 Q1	$379K	Sell	1,619 -894	-36%	-$223K	﹤0.01%	660
2025 Q4	$676K	Buy	2,513 +2,383	+1,833%	+$653K	0.01%	522
2025 Q3	$36.4K	Buy	+130	New	+$35.6K	﹤0.01%	1367
2019 Q1	–	Sell	-27	Closed	-$3K	–	301
2018 Q4	$3K	Buy	+27	New	+$3.36K	﹤0.01%	713

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 22.9% 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

Wealthspire Advisors (New York)'s FDN Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 12% in Q2 2026, buying an estimated $51.7K and bringing the position to 1,815 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Wealthspire Advisors (New York) first reported a position in FDN in Q4 2018 and has held it in 5 quarters since. The position peaked at $676K in Q4 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Wealthspire Advisors (New York) held 1,815 shares of First Trust Dow Jones Internet Index Fund ETF worth $480K as of Q2 2026.
Wealthspire Advisors (New York) bought 196 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $51.7K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #813 holding.
Wealthspire Advisors (New York) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $676K in Q4 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.