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SWA
SOA Wealth Advisors’s
First Trust Dow Jones Internet Index Fund ETF
FDN
Stock Holding History
SOA 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
Q1
–
Sell
-50
Closed
-$13.5K
–
880
2025
Q4
$13.5K
Hold
50
–
–
﹤0.01%
561
2025
Q3
$14K
Hold
50
–
–
﹤0.01%
567
2025
Q2
$13.5K
Hold
50
–
–
﹤0.01%
565
2025
Q1
$11.1K
Hold
50
–
–
﹤0.01%
546
2024
Q4
$12.2K
Hold
50
–
–
﹤0.01%
528
2024
Q3
$10.6K
Hold
50
–
–
﹤0.01%
535
2024
Q2
$10.2K
Hold
50
–
–
﹤0.01%
533
2024
Q1
$10.3K
Hold
50
–
–
﹤0.01%
536
2023
Q4
$9.33K
Hold
50
–
–
﹤0.01%
537
2023
Q3
$7.98K
Hold
50
–
–
﹤0.01%
557
2023
Q2
$8.15K
Hold
50
–
–
﹤0.01%
562
2023
Q1
$7.39K
Hold
50
–
–
﹤0.01%
570
2022
Q4
$6.16K
Hold
50
–
–
﹤0.01%
591
2022
Q3
$6K
Hold
50
–
–
﹤0.01%
580
2022
Q2
$6K
Sell
50
-96
-66%
-$14.3K
﹤0.01%
564
2022
Q1
$27K
Hold
146
–
–
0.01%
404
2021
Q4
$33K
Hold
146
–
–
0.01%
360
2021
Q3
$34K
Buy
146
+96
+192%
+$23.5K
0.01%
367
2021
Q2
$12K
Hold
50
–
–
﹤0.01%
546
2021
Q1
$10K
Hold
50
–
–
﹤0.01%
513
2020
Q4
$11K
Buy
+50
New
+$10.1K
﹤0.01%
493
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$152B 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
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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