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Excelsior Advisor Network’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Excelsior Advisor Network’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
-862
Closed -$232K – 229
2025
Q4 		$232K Buy
+862
New +$236K 0.11% 144

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

Excelsior Advisor Network's FDN Position: Q1 2026 in Review

Excelsior Advisor Network sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 862 shares — an estimated $232K sold.

Excelsior Advisor Network first reported a position in FDN in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Excelsior Advisor Network reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Excelsior Advisor Network sold 862 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $232K.
  • Excelsior Advisor Network first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and held it in 1 quarter.
  • Excelsior Advisor Network's First Trust Dow Jones Internet Index Fund ETF position peaked at $232K 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 Excelsior Advisor Network's 13F filing for Q1 2026, filed 15 May 2026.