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

Realta 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 		– Sell
-2,758
Closed -$742K – 381
2025
Q4 		$742K Sell
2,758
-306
-10% -$83.9K 0.24% 92
2025
Q3 		$857K Sell
3,064
-90
-3% -$24.7K 0.29% 79
2025
Q2 		$849K Buy
3,154
+191
+6% +$45.9K 0.34% 70
2025
Q1 		$658K Buy
2,963
+88
+3% +$21.7K 0.3% 81
2024
Q4 		$708K Buy
2,875
+135
+5% +$31.5K 0.29% 73
2024
Q3 		$600K Sell
2,740
-275
-9% -$55.2K 0.28% 89
2024
Q2 		$618K Sell
3,015
-510
-14% -$102K 0.12% 190
2024
Q1 		$723K Buy
3,525
+100
+3% +$19.7K 0.15% 158
2023
Q4 		$639K Buy
+3,425
New +$573K 0.14% 179
2022
Q4 		– Sell
-240
Closed -$30K – 859
2022
Q3 		$30K Buy
+240
New +$33.4K 0.01% 580
2021
Q1 		– Sell
-3,201
Closed -$679K – 381
2020
Q4 		$679K Buy
3,201
+95
+3% +$19.2K 0.19% 125
2020
Q3 		$585K Sell
3,106
-75
-2% -$13.8K 0.2% 127
2020
Q2 		$542K Sell
3,181
-132
-4% -$20.1K 0.18% 147
2020
Q1 		$410K Buy
3,313
+329
+11% +$45.6K 0.18% 157
2019
Q4 		$411K Buy
2,984
+334
+13% +$45.1K 0.11% 209
2019
Q3 		$355K Buy
2,650
+73
+3% +$10.3K 0.1% 224
2019
Q2 		$370K Buy
2,577
+1,270
+97% +$181K 0.1% 220
2019
Q1 		$182K Buy
+1,307
New +$174K 0.08% 286

Other funds holding FDN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Realta Investment Advisors's FDN Position: Q1 2026 in Review

Realta Investment Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 2,758 shares — an estimated $742K sold.

Realta Investment Advisors first reported a position in FDN in Q1 2019 and held it in 18 quarters. The position peaked at $857K in Q3 2025. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Realta Investment Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 2,758 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $742K.
  • Realta Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $857K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.