Western Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Western Wealth Management’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	$1.5M	Sell	5,679 -152	-3%	-$40.1K	0.05%	366
2026 Q1	$1.36M	Sell	5,831 -390	-6%	-$97.2K	0.05%	353
2025 Q4	$1.67M	Sell	6,221 -476	-7%	-$130K	0.08%	251
2025 Q3	$1.87M	Sell	6,697 -91	-1%	-$24.9K	0.1%	195
2025 Q2	$1.83M	Buy	6,788 +136	+2%	+$32.7K	0.11%	180
2025 Q1	$1.48M	Sell	6,652 -441	-6%	-$109K	0.1%	197
2024 Q4	$1.72M	Sell	7,093 -278	-4%	-$65K	0.09%	221
2024 Q3	$1.56M	Sell	7,371 -739	-9%	-$148K	0.09%	229
2024 Q2	$1.66M	Sell	8,110 -241	-3%	-$48.4K	0.12%	148
2024 Q1	$1.71M	Sell	8,351 -590	-7%	-$116K	0.13%	150
2023 Q4	$1.67M	Sell	8,941 -1,584	-15%	-$265K	0.12%	176
2023 Q3	$1.68M	Sell	10,525 -778	-7%	-$129K	0.14%	153
2023 Q2	$1.84M	Sell	11,303 -1,858	-14%	-$279K	0.16%	140
2023 Q1	$1.95M	Buy	13,161 +290	+2%	+$40K	0.18%	130
2022 Q4	$1.59M	Sell	12,871 -14,843	-54%	-$1.89M	0.16%	151
2022 Q3	$3.5M	Sell	27,714 -3,695	-12%	-$515K	0.2%	113
2022 Q2	$4.01M	Buy	31,409 +10,379	+49%	+$1.55M	0.23%	98
2022 Q1	$3.95M	Buy	21,030 +6,812	+48%	+$1.3M	0.19%	119
2021 Q4	$3.22M	Buy	+14,218	New	+$3.37M	0.32%	64
2021 Q2	$3.45M	Buy	14,129 +1,974	+16%	+$451K	0.35%	59
2021 Q1	$2.65M	Buy	12,155 +351	+3%	+$78.1K	0.36%	62
2020 Q4	$2.5M	Buy	11,804 +122	+1%	+$24.7K	0.37%	60
2020 Q3	$2.2M	Buy	11,682 +1,061	+10%	+$196K	0.36%	59
2020 Q2	$1.81M	Buy	10,621 +5,977	+129%	+$912K	0.33%	72
2020 Q1	$575K	Buy	4,644 +160	+4%	+$22.2K	0.13%	169
2019 Q4	$624K	Buy	4,484 +347	+8%	+$46.8K	0.09%	209
2019 Q3	$556K	Buy	4,137 +837	+25%	+$118K	0.12%	199
2019 Q2	$475K	Sell	3,300 -5,095	-61%	-$727K	0.06%	230
2019 Q1	$1.17M	Buy	8,395 +102	+1%	+$13.6K	0.26%	95
2018 Q4	$966K	Buy	+8,293	New	+$1.03M	0.26%	93

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 $77.5B AUM 28.19% 1-Year Est. Return

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

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

Western Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.6% in Q2 2026, selling an estimated $40.1K and leaving 5,679 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #366.

Western Wealth Management first reported a position in FDN in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.01M in Q2 2022. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Western Wealth Management held 5,679 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.5M as of Q2 2026.
Western Wealth Management sold 152 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $40.1K.
First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #366 holding.
Western Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $4.01M in Q2 2022.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.