Woodward Diversified Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Woodward Diversified Capital’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	$486K	Hold	1,837	–	–	0.21%	104
2026 Q1	$483K	Sell	1,837 -565	-24%	-$141K	0.22%	103
2025 Q4	$647K	Hold	2,402	–	–	0.3%	82
2025 Q3	$672K	Sell	2,402 -18	-0.7%	-$4.93K	0.31%	81
2025 Q2	$652K	Buy	2,420 +17	+0.7%	+$4.09K	0.33%	77
2025 Q1	$534K	Hold	2,403	–	–	0.38%	66
2024 Q4	$584K	Sell	2,403 -226	-9%	-$52.8K	0.43%	54
2024 Q3	$557K	Sell	2,629 -5	-0.2%	-$1K	0.35%	80
2024 Q2	$540K	Buy	+2,634	New	+$529K	0.32%	81
2023 Q4	–	Sell	-3,357	Closed	-$536K	–	163
2023 Q3	$536K	Buy	3,357 +323	+11%	+$53.7K	0.39%	71
2023 Q2	$495K	Sell	3,034 -57	-2%	-$8.56K	0.37%	74
2023 Q1	$457K	Sell	3,091 -797	-20%	-$110K	0.36%	71
2022 Q4	$479K	Sell	3,888 -1,158	-23%	-$147K	0.39%	69
2022 Q3	$637K	Sell	5,046 -2,464	-33%	-$343K	0.52%	45
2022 Q2	$954K	Buy	7,510 +1,206	+19%	+$180K	0.73%	37
2022 Q1	$1.18M	Sell	6,304 -8,346	-57%	-$1.59M	0.77%	35
2021 Q4	$3.31M	Buy	14,650 +182	+1%	+$43.1K	1.95%	8
2021 Q3	$3.41M	Buy	14,468 +109	+0.8%	+$26.7K	2.14%	7
2021 Q2	$3.52M	Sell	14,359 -955	-6%	-$218K	2.01%	8
2021 Q1	$3.34M	Sell	15,314 -1,951	-11%	-$434K	1.96%	9
2020 Q4	$3.66M	Buy	+17,265	New	+$3.49M	2.38%	8

Other funds holding FDN

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Woodward Diversified Capital's FDN Position: Q2 2026 in Review

Woodward Diversified Capital held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,837 shares worth $486K. The position accounts for 0.21% of the portfolio, ranked #104.

Woodward Diversified Capital first reported a position in FDN in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.66M in Q4 2020. 273 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Woodward Diversified Capital held 1,837 shares of First Trust Dow Jones Internet Index Fund ETF worth $486K as of Q2 2026.
Woodward Diversified Capital left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.21% of Woodward Diversified Capital's portfolio in Q2 2026, its #104 holding.
Woodward Diversified Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 21 quarters since.
Woodward Diversified Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.66M in Q4 2020.
273 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.