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

Atlas Private 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	$309K	Hold	1,169	–	–	0.07%	110
2026 Q1	$274K	Buy	1,169 +75	+7%	+$18.7K	0.06%	112
2025 Q4	$294K	Sell	1,094 -3	-0.3%	-$822	0.07%	109
2025 Q3	$307K	Sell	1,097 -1,392	-56%	-$381K	0.08%	112
2025 Q2	$670K	Buy	2,489 +12	+0.5%	+$2.88K	0.09%	108
2025 Q1	$550K	Sell	2,477 -283	-10%	-$69.8K	0.08%	107
2024 Q4	$671K	Sell	2,760 -718	-21%	-$168K	0.1%	92
2024 Q3	$737K	Sell	3,478 -298	-8%	-$59.8K	0.11%	78
2024 Q2	$774K	Buy	3,776 +1,317	+54%	+$264K	0.13%	73
2024 Q1	$504K	Sell	2,459 -3,659	-60%	-$722K	0.17%	60
2023 Q4	$1.14M	Sell	6,118 -3,050	-33%	-$510K	0.21%	52
2023 Q3	$1.46M	Sell	9,168 -1,880	-17%	-$312K	0.28%	64
2023 Q2	$1.8M	Buy	11,048 +5,146	+87%	+$773K	0.36%	51
2023 Q1	$873K	Sell	5,902 -326	-5%	-$45K	0.4%	48
2022 Q4	$767K	Sell	6,228 -581	-9%	-$73.8K	0.41%	55
2022 Q3	$859K	Buy	6,809 +492	+8%	+$68.5K	0.52%	43
2022 Q2	$802K	Buy	+6,317	New	+$944K	0.48%	51
2022 Q1	–	Sell	-5,694	Closed	-$1.29M	–	141
2021 Q4	$1.29M	Sell	5,694 -164	-3%	-$38.8K	0.6%	45
2021 Q3	$1.38M	Sell	5,858 -470	-7%	-$115K	0.72%	26
2021 Q2	$1.55M	Sell	6,328 -160	-2%	-$36.6K	0.84%	25
2021 Q1	$1.42M	Sell	6,488 -358	-5%	-$79.6K	0.79%	26
2020 Q4	$1.45M	Sell	6,846 -78	-1%	-$15.8K	0.97%	21
2020 Q3	$1.3M	Buy	6,924 +528	+8%	+$97.4K	1.09%	20
2020 Q2	$1.09M	Buy	+6,396	New	+$976K	0.97%	22

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Atlas Private Wealth Advisors's FDN Position: Q2 2026 in Review

Atlas Private Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,169 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #110.

Atlas Private Wealth Advisors first reported a position in FDN in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.8M in Q2 2023. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Atlas Private Wealth Advisors held 1,169 shares of First Trust Dow Jones Internet Index Fund ETF worth $309K as of Q2 2026.
Atlas Private Wealth Advisors 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 0.07% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 24 quarters since.
Atlas Private Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.8M in Q2 2023.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.