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

Gratus 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	$324K	Hold	1,225	–	–	0.04%	112
2026 Q1	$287K	Sell	1,225 -439	-26%	-$109K	0.04%	122
2025 Q4	$448K	Sell	1,664 -49	-3%	-$13.4K	0.06%	98
2025 Q3	$479K	Sell	1,713 -5	-0.3%	-$1.37K	0.07%	98
2025 Q2	$463K	Sell	1,718 -7	-0.4%	-$1.68K	0.07%	95
2025 Q1	$383K	Sell	1,725 -11	-0.6%	-$2.71K	0.06%	103
2024 Q4	$422K	Sell	1,736 -3	-0.2%	-$701	0.07%	97
2024 Q3	$369K	Hold	1,739	–	–	0.06%	103
2024 Q2	$345K	Sell	1,739 -344	-17%	-$69.1K	0.06%	103
2024 Q1	$410K	Sell	2,083 -23	-1%	-$4.54K	0.08%	98
2023 Q4	$393K	Buy	+2,106	New	+$352K	0.08%	101

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

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

Gratus Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,225 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #112.

Gratus Wealth Advisors first reported a position in FDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $479K in Q3 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Gratus Wealth Advisors held 1,225 shares of First Trust Dow Jones Internet Index Fund ETF worth $324K as of Q2 2026.
Gratus Wealth Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Gratus Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $479K in Q3 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.