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 Q2	$394K	Sell	1,488 -410	-22%	-$108K	﹤0.01%	616
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

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

Moneta Group Investment Advisors's FDN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 22% in Q2 2026, selling an estimated $108K and leaving 1,488 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Moneta Group Investment Advisors first reported a position in FDN in Q2 2018 and has held it in 11 quarters since. The position peaked at $444K in Q1 2026. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Moneta Group Investment Advisors held 1,488 shares of First Trust Dow Jones Internet Index Fund ETF worth $394K as of Q2 2026.
Moneta Group Investment Advisors sold 410 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $108K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #616 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 11 quarters since.
Moneta Group Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $444K in Q1 2026.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.