Guerra Pan Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Guerra Pan 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	$2.01M	Sell	7,600 -36	-0.5%	-$9.5K	1.12%	23
2026 Q1	$1.79M	Sell	7,636 -40	-0.5%	-$9.97K	1.11%	26
2025 Q4	$2.07M	Sell	7,676 -111	-1%	-$30.4K	1.23%	24
2025 Q3	$2.18M	Hold	7,787	–	–	1.32%	22
2025 Q2	$2.1M	Hold	7,787	–	–	1.38%	23
2025 Q1	$1.73M	Sell	7,787 -20	-0.3%	-$4.93K	1.36%	23
2024 Q4	$1.9M	Hold	7,807	–	–	1.37%	24
2024 Q3	$1.65M	Hold	7,807	–	–	1.32%	25
2024 Q2	$1.6M	Buy	7,807 +32	+0.4%	+$6.42K	1.34%	24
2024 Q1	$1.59M	Sell	7,775 -127	-2%	-$25.1K	1.47%	21
2023 Q4	$1.47M	Buy	7,902 +52	+0.7%	+$8.69K	1.41%	20
2023 Q3	$1.25M	Buy	7,850 +55	+0.7%	+$9.14K	1.45%	19
2023 Q2	$1.27M	Buy	7,795 +234	+3%	+$35.1K	1.41%	22
2023 Q1	$1.12M	Buy	7,561 +10	+0.1%	+$1.38K	1.4%	21
2022 Q4	$930K	Sell	7,551 -329	-4%	-$41.8K	1.27%	23
2022 Q3	$1.02M	Hold	7,880	–	–	1.48%	19
2022 Q2	$1.12M	Hold	7,880	–	–	1.38%	20
2022 Q1	$1.23M	Hold	7,880	–	–	1.48%	21
2021 Q4	$1.78M	Buy	+7,880	New	+$1.87M	1.77%	15

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

Guerra Pan Advisors's FDN Position: Q2 2026 in Review

Guerra Pan Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.47% in Q2 2026, selling an estimated $9.5K and leaving 7,600 shares worth $2.01M. The position accounts for 1.12% of the portfolio, ranked #23.

Guerra Pan Advisors first reported a position in FDN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Guerra Pan Advisors held 7,600 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.01M as of Q2 2026.
Guerra Pan Advisors sold 36 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $9.5K.
First Trust Dow Jones Internet Index Fund ETF made up 1.12% of Guerra Pan Advisors's portfolio in Q2 2026, its #23 holding.
Guerra Pan Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.18M in Q3 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.