Avaii Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Avaii Wealth Management’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	$202K	Buy	+763	New	+$201K	0.06%	172
2026 Q1	–	Sell	-931	Closed	-$251K	–	164
2025 Q4	$251K	Hold	931	–	–	0.09%	131
2025 Q3	$261K	Hold	931	–	–	0.1%	121
2025 Q2	$251K	Hold	931	–	–	0.11%	112
2025 Q1	$207K	Hold	931	–	–	0.11%	118
2024 Q4	$226K	Buy	+931	New	+$218K	0.11%	116
2022 Q1	–	Sell	-1,001	Closed	-$226K	–	125
2021 Q4	$226K	Buy	+1,001	New	+$237K	0.23%	89

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 22.96% 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

Avaii Wealth Management's FDN Position: Q2 2026 in Review

Avaii Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 763 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #172 among its holdings. This is a return to the name: Avaii Wealth Management previously reported a position in FDN as recently as Q4 2025.

Avaii Wealth Management first reported a position in FDN in Q4 2021 and has held it in 7 quarters since. The position peaked at $261K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Avaii Wealth Management held 763 shares of First Trust Dow Jones Internet Index Fund ETF worth $202K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Avaii Wealth Management position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.06% of Avaii Wealth Management's portfolio in Q2 2026, its #172 holding.
Avaii Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 7 quarters since.
Avaii Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $261K in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.