Elevation Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Elevation Wealth Partners’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 Q3	$66.9K	Hold	232	–	–	0.02%	298
2026 Q2	$61.4K	Hold	232	–	–	0.02%	255
2026 Q1	$54.3K	Hold	232	–	–	0.02%	228
2025 Q4	$62.5K	Hold	232	–	–	0.02%	210
2025 Q3	$64.9K	Hold	232	–	–	0.02%	215
2025 Q2	$62.5K	Sell	232 -120	-34%	-$28.9K	0.02%	210
2025 Q1	$78.2K	Buy	+352	New	+$86.8K	0.03%	193

Other funds holding FDN

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

ECM

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Elevation Wealth Partners's FDN Position: Q3 2026 in Review

Elevation Wealth Partners held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 232 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #298.

Elevation Wealth Partners first reported a position in FDN in Q1 2025 and has held it in 7 quarters since. The position peaked at $78.2K in Q1 2025. 32 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Elevation Wealth Partners held 232 shares of First Trust Dow Jones Internet Index Fund ETF worth $66.9K as of Q3 2026.
Elevation Wealth Partners left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #298 holding.
Elevation Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and has held it in 7 quarters since.
Elevation Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $78.2K in Q1 2025.
32 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.