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Evolve Private Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Evolve Private Wealth’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
-779
Closed -$210K – 1016
2025
Q4 		$210K Buy
+779
New +$214K 0.01% 855

Other funds holding FDN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evolve Private Wealth's FDN Position: Q1 2026 in Review

Evolve Private Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 779 shares — an estimated $210K sold.

Evolve Private Wealth first reported a position in FDN in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Evolve Private Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 779 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $210K.
  • Evolve Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $210K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.