Moneta Group Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Moneta Group Investment 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 Q1	$444K	Buy	1,898 +442	+30%	+$110K	﹤0.01%	538
2025 Q4	$392K	Hold	1,456	–	–	﹤0.01%	562
2025 Q3	$407K	Buy	1,456 +271	+23%	+$74.3K	﹤0.01%	550
2025 Q2	$319K	Buy	1,185 +50	+4%	+$12K	﹤0.01%	547
2025 Q1	$252K	Buy	1,135 +21	+2%	+$5.18K	﹤0.01%	566
2024 Q4	$271K	Buy	1,114 +10	+0.9%	+$2.34K	﹤0.01%	556
2024 Q3	$234K	Hold	1,104	–	–	﹤0.01%	581
2024 Q2	$226K	Sell	1,104 -81	-7%	-$16.3K	﹤0.01%	554
2024 Q1	$243K	Buy	+1,185	New	+$234K	﹤0.01%	535
2018 Q3	–	Sell	-492	Closed	-$68K	–	283
2018 Q2	$68K	Buy	+492	New	+$64.4K	0.01%	298

Other funds holding FDN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's FDN Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 30% in Q1 2026, buying an estimated $110K and bringing the position to 1,898 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Moneta Group Investment Advisors first reported a position in FDN in Q2 2018 and has held it in 10 quarters since. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Moneta Group Investment Advisors held 1,898 shares of First Trust Dow Jones Internet Index Fund ETF worth $444K as of Q1 2026.
Moneta Group Investment Advisors bought 442 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $110K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #538 holding.
Moneta Group Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and has held it in 10 quarters since.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.