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

Colonial Trust 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	$36.3K	Hold	155	–	–	﹤0.01%	385
2025 Q4	$41.7K	Hold	155	–	–	﹤0.01%	365
2025 Q3	$43.4K	Hold	155	–	–	﹤0.01%	358
2025 Q2	$41.7K	Hold	155	–	–	﹤0.01%	359
2025 Q1	$34.4K	Hold	155	–	–	﹤0.01%	372
2024 Q4	$37.7K	Hold	155	–	–	﹤0.01%	348
2024 Q3	$32.8K	Hold	155	–	–	﹤0.01%	379
2024 Q2	$31.8K	Sell	155 -2	-1%	-$401	﹤0.01%	372
2024 Q1	$32.2K	Buy	157 +2	+1%	+$395	﹤0.01%	386
2023 Q4	$28.9K	Hold	155	–	–	﹤0.01%	376
2023 Q3	$24.7K	Hold	155	–	–	﹤0.01%	402
2023 Q2	$25.3K	Hold	155	–	–	﹤0.01%	409
2023 Q1	$22.9K	Hold	155	–	–	﹤0.01%	414
2022 Q4	$19.1K	Buy	+155	New	+$19.7K	﹤0.01%	427

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

Colonial Trust Advisors's FDN Position: Q1 2026 in Review

Colonial Trust Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 155 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Colonial Trust Advisors first reported a position in FDN in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.4K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Colonial Trust Advisors held 155 shares of First Trust Dow Jones Internet Index Fund ETF worth $36.3K as of Q1 2026.
Colonial Trust Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #385 holding.
Colonial Trust Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $43.4K in Q3 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.