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 Q3	$352K	Sell	1,221 -4	-0.3%	-$1.13K	0.05%	105
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Gratus Wealth Advisors's FDN Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.33% in Q3 2026, selling an estimated $1.13K and leaving 1,221 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #105.

Gratus Wealth Advisors first reported a position in FDN in Q4 2023 and has held it in 12 quarters since. The position peaked at $479K in Q3 2025. 341 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Gratus Wealth Advisors held 1,221 shares of First Trust Dow Jones Internet Index Fund ETF worth $352K as of Q3 2026.
Gratus Wealth Advisors sold 4 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $1.13K.
First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Gratus Wealth Advisors's portfolio in Q3 2026, its #105 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 12 quarters since.
Gratus Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $479K in Q3 2025.
341 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.