Guardian Wealth Advisors (North Carolina)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-142	Closed	-$33.2K	–	435
2026 Q1	$33.2K	Buy	+142	New	+$35.4K	﹤0.01%	466
2025 Q3	–	Sell	-142	Closed	-$38.2K	–	405
2025 Q2	$38.2K	Hold	142	–	–	﹤0.01%	416
2025 Q1	$31.5K	Hold	142	–	–	﹤0.01%	407
2024 Q4	$34.5K	Sell	142 -126	-47%	-$29.4K	﹤0.01%	387
2024 Q3	$56.8K	Sell	268 -5	-2%	-$1K	0.01%	304
2024 Q2	$55.9K	Hold	273	–	–	0.01%	298
2024 Q1	$56K	Sell	273 -161	-37%	-$31.8K	0.01%	313
2023 Q4	$81K	Buy	434 +166	+62%	+$27.7K	0.01%	276
2023 Q3	$42.8K	Buy	268 +67	+33%	+$11.1K	0.01%	302
2023 Q2	$32.8K	Sell	201 -196	-49%	-$29.4K	0.01%	303
2023 Q1	$58.7K	Sell	397 -23	-5%	-$3.18K	0.01%	259
2022 Q4	$51.7K	Sell	420 -67	-14%	-$8.51K	0.01%	253
2022 Q3	$61K	Sell	487 -86	-15%	-$12K	0.01%	227
2022 Q2	$73K	Sell	573 -412	-42%	-$61.6K	0.01%	218
2022 Q1	$185K	Sell	985 -4,769	-83%	-$909K	0.08%	163
2021 Q4	$1.3M	Buy	+5,754	New	+$1.36M	0.56%	39

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 $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FDN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 142 shares — an estimated $33.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FDN in Q4 2021 and held it in 16 quarters. The position peaked at $1.3M in Q4 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 142 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $33.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $1.3M in Q4 2021.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.