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 Q1	$360K	Buy	+1,539	New	+$384K	0.01%	822

Other funds holding FDN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Mount Yale Investment Advisors's FDN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026: 1,539 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings.

552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Mount Yale Investment Advisors held 1,539 shares of First Trust Dow Jones Internet Index Fund ETF worth $360K as of Q1 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Mount Yale Investment Advisors position in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #822 holding.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.