Evelyn Partners Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Evelyn Partners Asset 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	$311K	Hold	1,330	–	–	0.08%	89
2025 Q4	$358K	Buy	+1,330	New	+$365K	0.08%	84
2025 Q3	–	Sell	-1,217	Closed	-$328K	–	283
2025 Q2	$328K	Hold	1,217	–	–	0.08%	78
2025 Q1	$270K	Hold	1,217	–	–	0.08%	85
2024 Q4	$296K	Buy	+1,217	New	+$284K	0.08%	86

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

Evelyn Partners Asset Management's FDN Position: Q1 2026 in Review

Evelyn Partners Asset Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 1,330 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #89.

Evelyn Partners Asset Management first reported a position in FDN in Q4 2024 and has held it in 5 quarters since. The position peaked at $358K in Q4 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Evelyn Partners Asset Management held 1,330 shares of First Trust Dow Jones Internet Index Fund ETF worth $311K as of Q1 2026.
Evelyn Partners Asset Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.08% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #89 holding.
Evelyn Partners Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 5 quarters since.
Evelyn Partners Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $358K in Q4 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.