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 Q2	$214K	Buy	+807	New	+$213K	0.03%	171
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

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

Evolution Wealth Advisors's FDN Position: Q2 2026 in Review

Evolution Wealth Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 807 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in FDN as recently as Q4 2025.

Evolution Wealth Advisors first reported a position in FDN in Q3 2021 and has held it in 5 quarters since. The position peaked at $226K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Evolution Wealth Advisors held 807 shares of First Trust Dow Jones Internet Index Fund ETF worth $214K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Evolution Wealth Advisors position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Evolution Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and has held it in 5 quarters since.
Evolution Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $226K 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 Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.