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 Q2	–	Sell	-1,858	Closed	-$435K	–	546
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

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

Claro Advisors's FDN Position: Q2 2026 in Review

Claro Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 1,858 shares — an estimated $435K sold.

Claro Advisors first reported a position in FDN in Q4 2018 and held it in 20 quarters. The position peaked at $630K in Q2 2019. 587 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Claro Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
Claro Advisors sold 1,858 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $435K.
Claro Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 20 quarters.
Claro Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $630K in Q2 2019.
587 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.