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 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $206B 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 $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 36% in Q1 2026, selling an estimated $223K and leaving 1,619 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Wealthspire Advisors (New York) first reported a position in FDN in Q4 2018 and has held it in 4 quarters since. The position peaked at $676K in Q4 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Wealthspire Advisors (New York) held 1,619 shares of First Trust Dow Jones Internet Index Fund ETF worth $379K as of Q1 2026.
Wealthspire Advisors (New York) sold 894 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $223K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #660 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 4 quarters since.
Wealthspire Advisors (New York)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $676K in Q4 2025.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.