Atria Wealth Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.25M	Sell	8,529 -1,604	-16%	-$386K	0.03%	560
2025 Q1	$2.25M	Sell	10,133 -1,727	-15%	-$426K	0.03%	590
2024 Q4	$2.88M	Sell	11,860 -5,618	-32%	-$1.31M	0.03%	517
2024 Q3	$3.7M	Sell	17,478 -691	-4%	-$139K	0.04%	427
2024 Q2	$3.72M	Sell	18,169 -4,684	-20%	-$940K	0.04%	415
2024 Q1	$4.69M	Sell	22,853 -953	-4%	-$188K	0.05%	355
2023 Q4	$4.44M	Sell	23,806 -2,618	-10%	-$438K	0.06%	348
2023 Q3	$4.22M	Buy	26,424 +1,905	+8%	+$317K	0.06%	331
2023 Q2	$4M	Sell	24,519 -9,908	-29%	-$1.49M	0.05%	348
2023 Q1	$5.09M	Buy	34,427 +392	+1%	+$54.1K	0.08%	261
2022 Q4	$4.19M	Sell	34,035 -7,847	-19%	-$997K	0.07%	288
2022 Q3	$5.29M	Sell	41,882 -2,146	-5%	-$299K	0.09%	224
2022 Q2	$5.59M	Sell	44,028 -5,744	-12%	-$858K	0.1%	215
2022 Q1	$9.35M	Buy	+49,772	New	+$9.48M	0.16%	133

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Atria Wealth Solutions's FDN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 16% in Q2 2025, selling an estimated $386K and leaving 8,529 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #560.

Atria Wealth Solutions first reported a position in FDN in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.35M in Q1 2022. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

Atria Wealth Solutions held 8,529 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.25M as of Q2 2025.
Atria Wealth Solutions sold 1,604 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $386K.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #560 holding.
Atria Wealth Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Dow Jones Internet Index Fund ETF position peaked at $9.35M in Q1 2022.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.