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

Elevated Capital 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	$21.7K	Sell	82 -60	-42%	-$15.8K	0.01%	407
2026 Q1	$33.2K	Hold	142	–	–	0.01%	380
2025 Q4	$38.2K	Buy	+142	New	+$38.9K	0.01%	359
2024 Q4	–	Sell	-1,192	Closed	-$253K	–	262
2024 Q3	$253K	Buy	1,192 +2	+0.2%	+$401	0.07%	249
2024 Q2	$244K	Sell	1,190 -34	-3%	-$6.83K	0.07%	215
2024 Q1	$251K	Sell	1,224 -626	-34%	-$123K	0.07%	164
2023 Q4	$345K	Sell	1,850 -60	-3%	-$10K	0.11%	150
2023 Q3	$305K	Buy	1,910 +79	+4%	+$13.1K	0.1%	150
2023 Q2	$298K	Buy	+1,831	New	+$275K	0.1%	158
2022 Q4	–	Sell	-1,891	Closed	-$239K	–	160
2022 Q3	$239K	Buy	+1,891	New	+$263K	0.09%	139
2022 Q1	$534K	Buy	+2,840	New	+$541K	0.18%	136
2021 Q3	$657K	Buy	+2,784	New	+$681K	0.23%	124

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elevated Capital Advisors's FDN Position: Q2 2026 in Review

Elevated Capital Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 42% in Q2 2026, selling an estimated $15.8K and leaving 82 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #407.

Elevated Capital Advisors first reported a position in FDN in Q3 2021 and has held it in 12 quarters since. The position peaked at $657K in Q3 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Elevated Capital Advisors held 82 shares of First Trust Dow Jones Internet Index Fund ETF worth $21.7K as of Q2 2026.
Elevated Capital Advisors sold 60 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $15.8K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #407 holding.
Elevated Capital Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and has held it in 12 quarters since.
Elevated Capital Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $657K in Q3 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.