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

Claro 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 		$435K Buy
1,858
+35
+2% +$8.72K 0.05% 273
2025
Q4 		$491K Hold
1,823
– – 0.07% 220
2025
Q3 		$510K Sell
1,823
-34
-2% -$9.32K 0.07% 217
2025
Q2 		$500K Buy
1,857
+49
+3% +$11.8K 0.08% 207
2025
Q1 		$402K Sell
1,808
-15
-0.8% -$3.7K 0.05% 317
2024
Q4 		$443K Sell
1,823
-10
-0.5% -$2.34K 0.06% 268
2024
Q3 		$388K Buy
1,833
+131
+8% +$26.3K 0.05% 312
2024
Q2 		$349K Buy
1,702
+19
+1% +$3.81K 0.05% 293
2024
Q1 		$345K Sell
1,683
-15
-0.9% -$2.96K 0.06% 294
2023
Q4 		$317K Sell
1,698
-12
-0.7% -$2.01K 0.07% 281
2023
Q3 		$273K Sell
1,710
-12
-0.7% -$1.99K 0.07% 288
2023
Q2 		$281K Buy
+1,722
New +$259K 0.07% 273
2021
Q1 		– Sell
-2,057
Closed -$436K – 218
2020
Q4 		$436K Sell
2,057
-414
-17% -$83.8K 0.23% 122
2020
Q3 		$465K Buy
2,471
+20
+0.8% +$3.69K 0.29% 101
2020
Q2 		$418K Sell
2,451
-42
-2% -$6.41K 0.29% 102
2020
Q1 		$308K Sell
2,493
-86
-3% -$11.9K 0.29% 105
2019
Q4 		$359K Sell
2,579
-749
-23% -$101K 0.28% 101
2019
Q3 		$448K Sell
3,328
-1,052
-24% -$149K 0.4% 74
2019
Q2 		$630K Buy
+4,380
New +$625K 0.58% 52
2019
Q1 		– Sell
-4,385
Closed -$621K – 422
2018
Q4 		$621K Buy
+4,385
New +$545K 0.5% 42

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claro Advisors's FDN Position: Q1 2026 in Review

Claro Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.9% in Q1 2026, buying an estimated $8.72K and bringing the position to 1,858 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #273.

Claro Advisors first reported a position in FDN in Q4 2018 and has held it in 20 quarters since. The position peaked at $630K in Q2 2019. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Claro Advisors held 1,858 shares of First Trust Dow Jones Internet Index Fund ETF worth $435K as of Q1 2026.
  • Claro Advisors bought 35 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $8.72K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #273 holding.
  • Claro Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 20 quarters since.
  • Claro Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $630K in Q2 2019.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.