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Arkadios Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Arkadios Wealth 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
2026
Q2 		$6.24M Sell
23,585
-8,076
-26% -$2.13M 0.09% 225
2026
Q1 		$7.41M Sell
31,661
-2,235
-7% -$557K 0.12% 198
2025
Q4 		$9.12M Buy
33,896
+14,149
+72% +$3.88M 0.18% 125
2025
Q3 		$5.53M Buy
19,747
+8,190
+71% +$2.24M 0.13% 177
2025
Q2 		$3.11M Buy
11,557
+2,945
+34% +$708K 0.09% 236
2025
Q1 		$1.91M Buy
8,612
+369
+4% +$91K 0.07% 294
2024
Q4 		$2M Sell
8,243
-138
-2% -$32.3K 0.11% 185
2024
Q3 		$1.78M Sell
8,381
-3,755
-31% -$753K 0.1% 207
2024
Q2 		$2.49M Sell
12,136
-366
-3% -$73.5K 0.17% 131
2024
Q1 		$2.56M Sell
12,502
-253
-2% -$49.9K 0.2% 118
2023
Q4 		$2.38M Sell
12,755
-827
-6% -$138K 0.2% 114
2023
Q3 		$2.17M Sell
13,582
-2,318
-15% -$385K 0.21% 115
2023
Q2 		$2.59M Sell
15,900
-1,571
-9% -$236K 0.3% 82
2023
Q1 		$2.58M Sell
17,471
-659
-4% -$91K 0.31% 86
2022
Q4 		$2.23M Buy
18,130
+4,698
+35% +$597K 0.3% 93
2022
Q3 		$1.7M Sell
13,432
-481
-3% -$67K 0.26% 103
2022
Q2 		$1.77M Sell
13,913
-274
-2% -$40.9K 0.26% 106
2022
Q1 		$2.67M Sell
14,187
-2,041
-13% -$389K 0.35% 71
2021
Q4 		$3.67M Buy
16,228
+1,936
+14% +$458K 0.49% 44
2021
Q3 		$3.37M Sell
14,292
-3,245
-19% -$794K 0.49% 43
2021
Q2 		$4.29M Buy
17,537
+769
+5% +$176K 0.52% 36
2021
Q1 		$3.66M Buy
16,768
+1,499
+10% +$333K 0.6% 38
2020
Q4 		$3.24M Buy
15,269
+2,970
+24% +$601K 0.68% 33
2020
Q3 		$2.45M Hold
12,299
– – 1.23% 11
2020
Q2 		$2.19M Buy
+12,299
New +$1.88M 1.21% 12

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arkadios Wealth Advisors's FDN Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 26% in Q2 2026, selling an estimated $2.13M and leaving 23,585 shares worth $6.24M. The position accounts for 0.09% of the portfolio, ranked #225.

Arkadios Wealth Advisors first reported a position in FDN in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.12M in Q4 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Arkadios Wealth Advisors held 23,585 shares of First Trust Dow Jones Internet Index Fund ETF worth $6.24M as of Q2 2026.
  • Arkadios Wealth Advisors sold 8,076 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.13M.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $9.12M in Q4 2025.
  • 584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.