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Independent Advisor Alliance’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Independent Advisor Alliance’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 		$2.77M Buy
+11,832
New +$2.95M 0.03% 464
2025
Q1 		– Sell
-21,458
Closed -$5.22M – 962
2024
Q4 		$5.22M Buy
+21,458
New +$5.01M 0.07% 260
2023
Q3 		– Sell
-25,837
Closed -$4.21M – 666
2023
Q2 		$4.21M Buy
25,837
+619
+2% +$92.9K 0.19% 101
2023
Q1 		$3.73M Buy
25,218
+1,583
+7% +$219K 0.18% 110
2022
Q4 		$2.91M Buy
23,635
+9,607
+68% +$1.22M 1% 15
2022
Q3 		$1.77M Buy
14,028
+265
+2% +$36.9K 0.1% 187
2022
Q2 		$1.75M Buy
13,763
+2,380
+21% +$356K 0.1% 179
2022
Q1 		$2.14M Buy
11,383
+4,480
+65% +$854K 0.1% 175
2021
Q4 		$1.56M Buy
+6,903
New +$1.63M 0.08% 201
2021
Q3 		– Sell
-6,231
Closed -$1.53M – 646
2021
Q2 		$1.53M Buy
6,231
+67
+1% +$15.3K 0.08% 196
2021
Q1 		$1.34M Buy
6,164
+434
+8% +$96.5K 0.08% 202
2020
Q4 		$1.22M Buy
+5,730
New +$1.16M 0.08% 183
2020
Q1 		– Sell
-37,867
Closed -$5.27M – 532
2019
Q4 		$5.27M Buy
+37,867
New +$5.11M 0.23% 100
2017
Q2 		– Sell
-16,338
Closed -$1.43M – 274
2017
Q1 		$1.43M Buy
+16,338
New +$1.41M 0.23% 129

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $206B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Advisor Alliance's FDN Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026: 11,832 shares worth $2.77M. The stake represents 0.03% of the portfolio and ranks #464 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FDN as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FDN in Q1 2017 and has held it in 14 quarters since. The position peaked at $5.27M in Q4 2019. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Independent Advisor Alliance held 11,832 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.77M as of Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #464 holding.
  • Independent Advisor Alliance first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and has held it in 14 quarters since.
  • Independent Advisor Alliance's First Trust Dow Jones Internet Index Fund ETF position peaked at $5.27M in Q4 2019.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.