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

Concurrent Investment 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	$2.79M	Sell	10,526 -535	-5%	-$141K	0.02%	611
2026 Q1	$2.59M	Sell	11,061 -441	-4%	-$110K	0.03%	535
2025 Q4	$3.1M	Buy	11,502 +4,016	+54%	+$1.1M	0.04%	447
2025 Q3	$2.09M	Sell	7,486 -300	-4%	-$82.2K	0.04%	458
2025 Q2	$2.1M	Sell	7,786 -54	-0.7%	-$13K	0.04%	422
2025 Q1	$1.74M	Buy	7,840 +1,004	+15%	+$247K	0.04%	396
2024 Q4	$1.66M	Sell	6,836 -382	-5%	-$89.3K	0.04%	370
2024 Q3	$1.53M	Sell	7,218 -138	-2%	-$27.7K	0.05%	377
2024 Q2	$1.51M	Buy	7,356 +86	+1%	+$17.3K	0.05%	346
2024 Q1	$1.49M	Buy	7,270 +1,057	+17%	+$209K	0.06%	296
2023 Q4	$1.16M	Buy	+6,213	New	+$1.04M	0.05%	307

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

Concurrent Investment Advisors's FDN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.8% in Q2 2026, selling an estimated $141K and leaving 10,526 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #611.

Concurrent Investment Advisors first reported a position in FDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Concurrent Investment Advisors held 10,526 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.79M as of Q2 2026.
Concurrent Investment Advisors sold 535 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $141K.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #611 holding.
Concurrent Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.1M in Q4 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.