Evolution Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Evolution Wealth Advisors’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	-807	Closed	-$217K	–	179
2025 Q4	$217K	Hold	807	–	–	0.02%	153
2025 Q3	$226K	Hold	807	–	–	0.03%	155
2025 Q2	$217K	Buy	+807	New	+$194K	0.03%	158
2021 Q4	–	Sell	-113	Closed	-$27K	–	327
2021 Q3	$27K	Buy	+113	New	+$27.6K	0.01%	282

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

Evolution Wealth Advisors's FDN Position: Q1 2026 in Review

Evolution Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 807 shares — an estimated $217K sold.

Evolution Wealth Advisors first reported a position in FDN in Q3 2021 and held it in 4 quarters. The position peaked at $226K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Evolution Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 807 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $217K.
Evolution Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and held it in 4 quarters.
Evolution Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $226K 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 Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.