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 Q2	$212K	Buy	+800	New	+$211K	0.03%	102
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

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

Elk River Wealth Management's FDN Position: Q2 2026 in Review

Elk River Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 800 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings. This is a return to the name: Elk River Wealth Management previously reported a position in FDN as recently as Q4 2025.

Elk River Wealth Management first reported a position in FDN in Q2 2021 and has held it in 7 quarters since. The position peaked at $252K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Elk River Wealth Management held 800 shares of First Trust Dow Jones Internet Index Fund ETF worth $212K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Elk River Wealth Management position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Elk River Wealth Management's portfolio in Q2 2026, its #102 holding.
Elk River Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and has held it in 7 quarters since.
Elk River Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $252K in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.