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 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

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

Avaii Wealth Management's FDN Position: Q1 2026 in Review

Avaii Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 931 shares — an estimated $251K sold.

Avaii Wealth Management first reported a position in FDN in Q4 2021 and held it in 6 quarters. The position peaked at $261K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Avaii Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Avaii Wealth Management sold 931 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $251K.
Avaii Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 6 quarters.
Avaii Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $261K in Q3 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.