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

Other funds holding FDN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SOA Wealth Advisors's FDN Position: Q1 2026 in Review

SOA Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 50 shares — an estimated $13.5K sold.

SOA Wealth Advisors first reported a position in FDN in Q4 2020 and held it in 21 quarters. The position peaked at $34K in Q3 2021. 556 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

SOA Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 50 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $13.5K.
SOA Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $34K in Q3 2021.
556 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.