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

Clearstead 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	$59.6K	Hold	225	–	–	﹤0.01%	1443
2026 Q1	$52.7K	Hold	225	–	–	﹤0.01%	1270
2025 Q4	$60.6K	Hold	225	–	–	﹤0.01%	1315
2025 Q3	$63K	Hold	225	–	–	﹤0.01%	1204
2025 Q2	$60.6K	Hold	225	–	–	﹤0.01%	1228
2025 Q1	$50K	Sell	225 -4	-2%	-$986	﹤0.01%	1175
2024 Q4	$55.7K	Sell	229 -21	-8%	-$4.91K	﹤0.01%	1138
2024 Q3	$53K	Hold	250	–	–	﹤0.01%	1194
2024 Q2	$51.2K	Hold	250	–	–	﹤0.01%	1156
2024 Q1	$50.6K	Hold	250	–	–	﹤0.01%	755
2023 Q4	$46.6K	Hold	250	–	–	﹤0.01%	753
2023 Q3	$39.9K	Hold	250	–	–	﹤0.01%	758
2023 Q2	$40.7K	Hold	250	–	–	﹤0.01%	768
2023 Q1	$37K	Hold	250	–	–	﹤0.01%	725
2022 Q4	$30.8K	Buy	250 +179	+252%	+$22.7K	﹤0.01%	719
2022 Q3	$9K	Hold	71	–	–	﹤0.01%	902
2022 Q2	$9K	Sell	71 -168	-70%	-$25.1K	﹤0.01%	931
2022 Q1	$45K	Hold	239	–	–	﹤0.01%	701
2021 Q4	$54K	Sell	239 -107	-31%	-$25.3K	﹤0.01%	645
2021 Q3	$82K	Buy	+346	New	+$84.6K	0.01%	523
2020 Q4	–	Sell	-29	Closed	-$5K	–	988
2020 Q3	$5K	Hold	29	–	–	﹤0.01%	733
2020 Q2	$5K	Buy	+29	New	+$4.42K	﹤0.01%	665

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

Clearstead Advisors's FDN Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 225 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Clearstead Advisors first reported a position in FDN in Q2 2020 and has held it in 22 quarters since. The position peaked at $82K in Q3 2021. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Clearstead Advisors held 225 shares of First Trust Dow Jones Internet Index Fund ETF worth $59.6K as of Q2 2026.
Clearstead 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 ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1443 holding.
Clearstead Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and has held it in 22 quarters since.
Clearstead Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $82K in Q3 2021.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.