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Gladstone Institutional Advisory’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Gladstone Institutional Advisory’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 		$879K Sell
3,320
-379
-10% -$100K 0.03% 442
2026
Q1 		$866K Sell
3,699
-7,350
-67% -$1.83M 0.03% 399
2025
Q4 		$2.97M Sell
11,049
-2,203
-17% -$604K 0.11% 199
2025
Q3 		$3.71M Sell
13,252
-243
-2% -$66.6K 0.14% 158
2025
Q2 		$3.63M Sell
13,495
-11,455
-46% -$2.75M 0.15% 156
2025
Q1 		$5.54M Buy
24,950
+17,457
+233% +$4.3M 0.26% 98
2024
Q4 		$1.82M Sell
7,493
-3,152
-30% -$737K 0.08% 236
2024
Q3 		$2.25M Sell
10,645
-15,389
-59% -$3.09M 0.11% 206
2024
Q2 		$5.34M Sell
26,034
-28
-0.1% -$5.62K 0.28% 94
2024
Q1 		$5.35M Sell
26,062
-1,029
-4% -$203K 0.29% 88
2023
Q4 		$5.05M Buy
27,091
+16,483
+155% +$2.76M 0.28% 92
2023
Q3 		$1.69M Buy
10,608
+624
+6% +$104K 0.11% 203
2023
Q2 		$1.63M Sell
9,984
-1,145
-10% -$172K 0.1% 215
2023
Q1 		$1.65M Sell
11,129
-2,645
-19% -$365K 0.11% 217
2022
Q4 		$1.7M Sell
13,774
-1,275
-8% -$162K 0.12% 206
2022
Q3 		$1.9M Sell
15,049
-661
-4% -$92.1K 0.15% 174
2022
Q2 		$2M Sell
15,710
-2,030
-11% -$303K 0.16% 161
2022
Q1 		$3.33M Sell
17,740
-28,746
-62% -$5.48M 0.23% 118
2021
Q4 		$10.5M Sell
46,486
-6,394
-12% -$1.51M 0.81% 19
2021
Q3 		$12.5M Buy
52,880
+1,140
+2% +$279K 1.22% 10
2021
Q2 		$12.7M Buy
51,740
+5,559
+12% +$1.27M 1.51% 8
2021
Q1 		$10.1M Buy
46,181
+18,011
+64% +$4.01M 1.57% 10
2020
Q4 		$5.98M Buy
28,170
+21,345
+313% +$4.32M 1.19% 20
2020
Q3 		$1.28M Sell
6,825
-14,842
-69% -$2.74M 0.31% 71
2020
Q2 		$3.69M Buy
21,667
+1,148
+6% +$175K 0.94% 28
2020
Q1 		$2.54M Buy
20,519
+6,435
+46% +$892K 0.66% 36
2019
Q4 		$1.96M Sell
14,084
-2,018
-13% -$272K 0.48% 51
2019
Q3 		$2.17M Sell
16,102
-7,099
-31% -$1M 0.55% 44
2019
Q2 		$3.34M Sell
23,201
-2,054
-8% -$293K 1.02% 23
2019
Q1 		$3.51M Buy
+25,255
New +$3.36M 1.29% 20

Other funds holding FDN

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Gladstone Institutional Advisory's FDN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 10% in Q2 2026, selling an estimated $100K and leaving 3,320 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #442.

Gladstone Institutional Advisory first reported a position in FDN in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.7M in Q2 2021. 273 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Gladstone Institutional Advisory held 3,320 shares of First Trust Dow Jones Internet Index Fund ETF worth $879K as of Q2 2026.
  • Gladstone Institutional Advisory sold 379 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $100K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #442 holding.
  • Gladstone Institutional Advisory first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's First Trust Dow Jones Internet Index Fund ETF position peaked at $12.7M in Q2 2021.
  • 273 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.