Avantax Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Avantax Advisory Services’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	$3.84M	Sell	14,242 -1,996	-12%	-$480K	0.02%	541
2025 Q1	$3.61M	Sell	16,238 -740	-4%	-$182K	0.02%	519
2024 Q4	$4.13M	Sell	16,978 -1,196	-7%	-$280K	0.03%	459
2024 Q3	$3.85M	Sell	18,174 -1,648	-8%	-$331K	0.03%	472
2024 Q2	$4.06M	Sell	19,822 -1,365	-6%	-$274K	0.03%	434
2024 Q1	$4.35M	Sell	21,187 -1,261	-6%	-$249K	0.04%	335
2023 Q4	$4.19M	Sell	22,448 -4,722	-17%	-$789K	0.04%	311
2023 Q3	$4.34M	Sell	27,170 -992	-4%	-$165K	0.05%	287
2023 Q2	$4.59M	Buy	28,162 +4,147	+17%	+$623K	0.05%	272
2023 Q1	$3.55M	Sell	24,015 -3,003	-11%	-$415K	0.04%	312
2022 Q4	$3.33M	Sell	27,018 -3,321	-11%	-$422K	0.04%	306
2022 Q3	$3.83M	Sell	30,339 -5,124	-14%	-$714K	0.06%	249
2022 Q2	$4.5M	Sell	35,463 -6,348	-15%	-$949K	0.07%	218
2022 Q1	$7.87M	Sell	41,811 -3,489	-8%	-$665K	0.11%	136
2021 Q4	$10.2M	Buy	45,300 +33	+0.1%	+$7.81K	0.15%	106
2021 Q3	$10.7M	Buy	45,267 +1,042	+2%	+$255K	0.18%	92
2021 Q2	$10.8M	Buy	44,225 +7,871	+22%	+$1.8M	0.2%	89
2021 Q1	$7.93M	Buy	36,354 +465	+1%	+$103K	0.17%	102
2020 Q4	$7.62M	Sell	35,889 -9,947	-22%	-$2.01M	0.18%	94
2020 Q3	$8.63M	Buy	45,836 +11,296	+33%	+$2.08M	0.14%	126
2020 Q2	$5.89M	Buy	34,540 +31,481	+1,029%	+$4.8M	0.17%	97
2020 Q1	$379K	Sell	3,059 -1,396	-31%	-$194K	0.01%	506
2019 Q4	$620K	Buy	4,455 +754	+20%	+$102K	0.01%	423
2019 Q3	$498K	Sell	3,701 -327	-8%	-$46.2K	0.02%	323
2019 Q2	$579K	Sell	4,028 -868	-18%	-$124K	0.03%	268
2019 Q1	$680K	Buy	+4,896	New	+$652K	0.04%	234

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's FDN Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 12% in Q2 2025, selling an estimated $480K and leaving 14,242 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #541.

Avantax Advisory Services first reported a position in FDN in Q1 2019 and has held it in 26 quarters since. The position peaked at $10.8M in Q2 2021. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

Avantax Advisory Services held 14,242 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.84M as of Q2 2025.
Avantax Advisory Services sold 1,996 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $480K.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #541 holding.
Avantax Advisory Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $10.8M in Q2 2021.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.