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

Pacific Excel 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
Q2 		– Sell
-5,890
Closed -$1.38M – 248
2026
Q1 		$1.38M Buy
5,890
+2,905
+97% +$724K 1.45% 16
2025
Q4 		$804K Buy
+2,985
New +$818K 1.52% 19

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 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Excel Wealth Advisors's FDN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 5,890 shares — an estimated $1.38M sold.

Pacific Excel Wealth Advisors first reported a position in FDN in Q4 2025 and held it in 2 quarters. The position peaked at $1.38M in Q1 2026. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,890 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.38M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.38M in Q1 2026.
  • 583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.