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

Evelyn 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 Q2	$947K	Buy	+8,402	New	+$2.22M	﹤0.01%	176

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

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 $78.6B AUM 28.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evelyn Partners's FDN Position: Q2 2026 in Review

Evelyn Partners opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 8,402 shares worth $947K. The stake represents ﹤0.01% of the portfolio and ranks #176 among its holdings.

563 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Evelyn Partners held 8,402 shares of First Trust Dow Jones Internet Index Fund ETF worth $947K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Evelyn Partners position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #176 holding.
563 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.