Monograph Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Monograph Wealth 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	$257K	Hold	1,100	–	–	0.02%	126
2025 Q4	$296K	Hold	1,100	–	–	0.03%	114
2025 Q3	$308K	Hold	1,100	–	–	0.03%	117
2025 Q2	$296K	Hold	1,100	–	–	0.04%	106
2025 Q1	$244K	Hold	1,100	–	–	0.03%	102
2024 Q4	$267K	Hold	1,100	–	–	0.04%	97
2024 Q3	$233K	Buy	+1,100	New	+$221K	0.03%	103
2024 Q2	–	Sell	-1,500	Closed	-$308K	–	131
2024 Q1	$308K	Buy	+1,500	New	+$296K	0.05%	129

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

Monograph Wealth Advisors's FDN Position: Q1 2026 in Review

Monograph Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 1,100 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #126.

Monograph Wealth Advisors first reported a position in FDN in Q1 2024 and has held it in 8 quarters since. The position peaked at $308K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Monograph Wealth Advisors held 1,100 shares of First Trust Dow Jones Internet Index Fund ETF worth $257K as of Q1 2026.
Monograph Wealth Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q1 2026, its #126 holding.
Monograph Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 8 quarters since.
Monograph Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $308K in Q3 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.