Lloyd Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Lloyd Advisory Services’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	$4.24K	Sell	16 -31	-66%	-$8.18K	﹤0.01%	436
2026 Q1	$11K	Buy	47 +42	+840%	+$10.5K	﹤0.01%	464
2025 Q4	$1.35K	Buy	+5	New	+$1.37K	﹤0.01%	472
2022 Q2	–	Sell	-138	Closed	-$26K	–	222
2022 Q1	$26K	Sell	138 -79	-36%	-$15.1K	0.01%	307
2021 Q4	$49K	Buy	217 +15	+7%	+$3.55K	0.02%	207
2021 Q3	$48K	Sell	202 -130	-39%	-$31.8K	0.02%	164
2021 Q2	$81K	Buy	332 +302	+1,007%	+$69K	0.04%	128
2021 Q1	$7K	Sell	30 -21	-41%	-$4.67K	﹤0.01%	257
2020 Q4	$11K	Sell	51 -3	-6%	-$607	0.01%	195
2020 Q3	$10K	Sell	54 -9	-14%	-$1.66K	0.01%	186
2020 Q2	$11K	Buy	63 +12	+24%	+$1.83K	0.01%	176
2020 Q1	$6K	Buy	+51	New	+$7.07K	﹤0.01%	171

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 22.9% 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

Lloyd Advisory Services's FDN Position: Q2 2026 in Review

Lloyd Advisory Services reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 66% in Q2 2026, selling an estimated $8.18K and leaving 16 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Lloyd Advisory Services first reported a position in FDN in Q1 2020 and has held it in 12 quarters since. The position peaked at $81K in Q2 2021. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Lloyd Advisory Services held 16 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.24K as of Q2 2026.
Lloyd Advisory Services sold 31 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $8.18K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #436 holding.
Lloyd Advisory Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and has held it in 12 quarters since.
Lloyd Advisory Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $81K in Q2 2021.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.