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 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

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

Waverly Advisors's FDN Position: Q1 2026 in Review

Waverly Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 33% in Q1 2026, selling an estimated $2.38M and leaving 19,626 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #426.

Waverly Advisors first reported a position in FDN in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.85M in Q4 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Waverly Advisors held 19,626 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.59M as of Q1 2026.
Waverly Advisors sold 9,544 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $2.38M.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #426 holding.
Waverly Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $7.85M in Q4 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.