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Evelyn Partners Investment Management (Europe)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$3.82M Sell
16,341
-762
-4% -$190K 1.32% 22
2025
Q4 		$4.6M Buy
+17,103
New +$4.69M 1.49% 17
2025
Q3 		– Sell
-19,379
Closed -$5.22M – 180
2025
Q2 		$5.22M Sell
19,379
-690
-3% -$166K 1.87% 15
2025
Q1 		$4.46M Sell
20,069
-1,766
-8% -$435K 1.67% 17
2024
Q4 		$5.31M Buy
+21,835
New +$5.1M 1.93% 17

Other funds holding FDN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s FDN Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.5% in Q1 2026, selling an estimated $190K and leaving 16,341 shares worth $3.82M. The position accounts for 1.32% of the portfolio, ranked #22.

Evelyn Partners Investment Management (Europe) first reported a position in FDN in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.31M in Q4 2024. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 16,341 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.82M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 762 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $190K.
  • First Trust Dow Jones Internet Index Fund ETF made up 1.32% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #22 holding.
  • Evelyn Partners Investment Management (Europe) 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 Investment Management (Europe)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $5.31M in Q4 2024.
  • 552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.