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

Waverly 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	$6.7M	Buy	25,293 +5,667	+29%	+$1.5M	0.04%	370
2026 Q1	$4.59M	Sell	19,626 -9,544	-33%	-$2.38M	0.03%	426
2025 Q4	$7.85M	Buy	29,170 +27,955	+2,301%	+$7.66M	0.06%	284
2025 Q3	$340K	Buy	1,215 +75	+7%	+$20.6K	﹤0.01%	990
2025 Q2	$307K	Hold	1,140	–	–	﹤0.01%	959
2025 Q1	$253K	Buy	1,140 +19	+2%	+$4.68K	﹤0.01%	986
2024 Q4	$273K	Buy	1,121 +3	+0.3%	+$701	﹤0.01%	849
2024 Q3	$237K	Hold	1,118	–	–	﹤0.01%	737
2024 Q2	$229K	Sell	1,118 -44	-4%	-$8.83K	﹤0.01%	732
2024 Q1	$238K	Buy	+1,162	New	+$229K	0.01%	616

Other funds holding FDN

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Waverly Advisors's FDN Position: Q2 2026 in Review

Waverly Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 29% in Q2 2026, buying an estimated $1.5M and bringing the position to 25,293 shares worth $6.7M. The position accounts for 0.04% of the portfolio, ranked #370.

Waverly Advisors first reported a position in FDN in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.85M in Q4 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Waverly Advisors held 25,293 shares of First Trust Dow Jones Internet Index Fund ETF worth $6.7M as of Q2 2026.
Waverly Advisors bought 5,667 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $1.5M.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #370 holding.
Waverly Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $7.85M in Q4 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.