Private Advisory Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Private Advisory Group’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	–	Sell	-1,117	Closed	-$301K	–	290
2025 Q4	$301K	Buy	1,117 +13	+1%	+$3.56K	0.02%	200
2025 Q3	$309K	Sell	1,104 -421	-28%	-$115K	0.03%	182
2025 Q2	$411K	Sell	1,525 -5,034	-77%	-$1.21M	0.04%	160
2025 Q1	$1.46M	Buy	6,559 +190	+3%	+$46.8K	0.16%	97
2024 Q4	$1.55M	Buy	+6,369	New	+$1.49M	0.17%	89
2024 Q2	–	Sell	-6,749	Closed	-$1.38M	–	184
2024 Q1	$1.38M	Sell	6,749 -164	-2%	-$32.4K	0.2%	88
2023 Q4	$1.29M	Buy	6,913 +43	+0.6%	+$7.19K	0.22%	86
2023 Q3	$1.1M	Buy	6,870 +763	+12%	+$127K	0.22%	92
2023 Q2	$995K	Buy	+6,107	New	+$917K	0.2%	101
2022 Q4	–	Sell	-2,836	Closed	-$358K	–	205
2022 Q3	$358K	Buy	2,836 +36	+1%	+$5.01K	0.08%	137
2022 Q2	$356K	Buy	+2,800	New	+$418K	0.08%	117
2019 Q3	–	Sell	-4,973	Closed	-$715K	–	121
2019 Q2	$715K	Buy	+4,973	New	+$710K	0.33%	61

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

Private Advisory Group's FDN Position: Q1 2026 in Review

Private Advisory Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 1,117 shares — an estimated $301K sold.

Private Advisory Group first reported a position in FDN in Q2 2019 and held it in 12 quarters. The position peaked at $1.55M in Q4 2024. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Private Advisory Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 1,117 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $301K.
Private Advisory Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and held it in 12 quarters.
Private Advisory Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.55M in Q4 2024.
552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.