Atria Investments’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Atria Investments’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	–	Sell	-7,314	Closed	-$1.71M	–	2166
2026 Q1	$1.71M	Buy	7,314 +862	+13%	+$215K	0.02%	780
2025 Q4	$1.74M	Buy	6,452 +341	+6%	+$93.5K	0.02%	792
2025 Q3	$1.71M	Buy	6,111 +68	+1%	+$18.6K	0.02%	785
2025 Q2	$1.63M	Buy	6,043 +270	+5%	+$64.9K	0.02%	811
2025 Q1	$1.28M	Buy	+5,773	New	+$1.42M	0.02%	901
2023 Q4	–	Sell	-10,848	Closed	-$1.73M	–	908
2023 Q3	$1.73M	Buy	+10,848	New	+$1.8M	0.03%	626
2021 Q3	–	Sell	-9,428	Closed	-$2.31M	–	795
2021 Q2	$2.31M	Buy	9,428 +762	+9%	+$174K	0.04%	452
2021 Q1	$1.89M	Buy	8,666 +304	+4%	+$67.6K	0.04%	471
2020 Q4	$1.77M	Buy	8,362 +758	+10%	+$153K	0.04%	457
2020 Q3	$1.43M	Sell	7,604 -722	-9%	-$133K	0.04%	445
2020 Q2	$1.42M	Buy	+8,326	New	+$1.27M	0.05%	398
2020 Q1	–	Sell	-11,095	Closed	-$1.54M	–	744
2019 Q4	$1.54M	Buy	11,095 +7,801	+237%	+$1.05M	0.04%	392
2019 Q3	$444K	Buy	+3,294	New	+$465K	0.02%	615
2018 Q4	–	Sell	-2,310	Closed	-$327K	–	920
2018 Q3	$327K	Buy	2,310 +688	+42%	+$97.6K	0.01%	743
2018 Q2	$223K	Sell	1,622 -444	-21%	-$58.1K	0.01%	856
2018 Q1	$249K	Sell	2,066 -321	-13%	-$38.9K	0.01%	737
2017 Q4	$262K	Sell	2,387 -19	-0.8%	-$2.04K	0.01%	695
2017 Q3	$246K	Buy	+2,406	New	+$239K	0.01%	674
2016 Q3	–	Sell	-3,586	Closed	-$263K	–	556
2016 Q2	$263K	Buy	3,586 +332	+10%	+$23.4K	0.03%	383
2016 Q1	$222K	Sell	3,254 -19,063	-85%	-$1.25M	0.03%	397
2015 Q4	$1.52M	Buy	+22,317	New	+$1.65M	0.17%	91

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 22.9% 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

Atria Investments's FDN Position: Q2 2026 in Review

Atria Investments sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 7,314 shares — an estimated $1.71M sold.

Atria Investments first reported a position in FDN in Q4 2015 and held it in 21 quarters. The position peaked at $2.31M in Q2 2021. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Atria Investments reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 7,314 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.71M.
Atria Investments first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 21 quarters.
Atria Investments's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.31M in Q2 2021.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.