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WMG Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WMG Financial Advisors’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
2025
Q4 		– Sell
-5,692
Closed -$1.59M – 130
2025
Q3 		$1.59M Sell
5,692
-408
-7% -$112K 0.53% 35
2025
Q2 		$1.64M Sell
6,100
-321
-5% -$77.2K 0.61% 28
2025
Q1 		$1.43M Sell
6,421
-194
-3% -$47.8K 0.61% 30
2024
Q4 		$1.61M Sell
6,615
-1
-0% -$234 0.69% 27
2024
Q3 		$1.4M Buy
6,616
+339
+5% +$68K 0.63% 29
2024
Q2 		$1.29M Buy
6,277
+510
+9% +$102K 0.68% 30
2024
Q1 		$1.18M Sell
5,767
-31
-0.5% -$6.12K 0.68% 31
2023
Q4 		$1.08M Buy
5,798
+436
+8% +$72.9K 0.71% 33
2023
Q3 		$856K Buy
5,362
+213
+4% +$35.4K 0.73% 34
2023
Q2 		$839K Buy
5,149
+3,549
+222% +$533K 0.62% 42
2023
Q1 		$237K Sell
1,600
-524
-25% -$72.4K 0.2% 96
2022
Q4 		$262K Sell
2,124
-191
-8% -$24.3K 0.22% 95
2022
Q3 		$293K Sell
2,315
-190
-8% -$26.5K 0.26% 80
2022
Q2 		$321K Sell
2,505
-1,469
-37% -$220K 0.28% 80
2022
Q1 		$747K Sell
3,974
-799
-17% -$152K 0.55% 43
2021
Q4 		$1.08M Buy
+4,773
New +$1.13M 0.84% 31

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WMG Financial Advisors's FDN Position: Q4 2025 in Review

WMG Financial Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2025, closing a stake of 5,692 shares — an estimated $1.59M sold.

WMG Financial Advisors first reported a position in FDN in Q4 2021 and held it in 16 quarters. The position peaked at $1.64M in Q2 2025. 604 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

  • WMG Financial Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 5,692 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $1.59M.
  • WMG Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 16 quarters.
  • WMG Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.64M in Q2 2025.
  • 604 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.