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

Mount Yale 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 		$410K Buy
1,547
+8
+0.5% +$2.11K 0.01% 856
2026
Q1 		$360K Buy
+1,539
New +$384K 0.01% 822

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 22.9% 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

Mount Yale Investment Advisors's FDN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.52% in Q2 2026, buying an estimated $2.11K and bringing the position to 1,547 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #856.

Mount Yale Investment Advisors first reported a position in FDN in Q1 2026 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Mount Yale Investment Advisors held 1,547 shares of First Trust Dow Jones Internet Index Fund ETF worth $410K as of Q2 2026.
  • Mount Yale Investment Advisors bought 8 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.11K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #856 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.