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 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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return