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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
Q2 		– Sell
-11,832
Closed -$2.77M – 1216
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's FDN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 11,832 shares — an estimated $2.77M sold.

Independent Advisor Alliance first reported a position in FDN in Q1 2017 and held it in 14 quarters. The position peaked at $5.27M in Q4 2019. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,832 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.77M.
  • Independent Advisor Alliance first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and held it in 14 quarters.
  • Independent Advisor Alliance's First Trust Dow Jones Internet Index Fund ETF position peaked at $5.27M in Q4 2019.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.