Elk River Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Elk River Wealth Management’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	–	Sell	-840	Closed	-$226K	–	103
2025 Q4	$226K	Sell	840 -60	-7%	-$16.4K	0.04%	101
2025 Q3	$252K	Hold	900	–	–	0.04%	93
2025 Q2	$242K	Buy	+900	New	+$216K	0.04%	90
2025 Q1	–	Sell	-900	Closed	-$219K	–	100
2024 Q4	$219K	Buy	+900	New	+$210K	0.04%	94
2021 Q4	–	Sell	-900	Closed	-$212K	–	129
2021 Q3	$212K	Hold	900	–	–	0.05%	114
2021 Q2	$220K	Buy	+900	New	+$206K	0.06%	115

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

Elk River Wealth Management's FDN Position: Q1 2026 in Review

Elk River Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 840 shares — an estimated $226K sold.

Elk River Wealth Management first reported a position in FDN in Q2 2021 and held it in 6 quarters. The position peaked at $252K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Elk River Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Elk River Wealth Management sold 840 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $226K.
Elk River Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and held it in 6 quarters.
Elk River Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $252K 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 Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.