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 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atlas Private Wealth Advisors's FDN Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 6.9% in Q1 2026, buying an estimated $18.7K and bringing the position to 1,169 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #112.

Atlas Private Wealth Advisors first reported a position in FDN in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q2 2023. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Atlas Private Wealth Advisors held 1,169 shares of First Trust Dow Jones Internet Index Fund ETF worth $274K as of Q1 2026.
Atlas Private Wealth Advisors bought 75 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $18.7K.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #112 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 23 quarters since.
Atlas Private Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.8M in Q2 2023.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.