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

Avior 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
2025 Q1	–	Sell	-174	Closed	-$42.3K	–	1275
2024 Q4	$42.3K	Hold	174	–	–	﹤0.01%	1197
2024 Q3	$36.9K	Hold	174	–	–	﹤0.01%	1227
2024 Q2	$35.7K	Hold	174	–	–	﹤0.01%	1212
2024 Q1	$35.7K	Buy	174 +45	+35%	+$8.88K	﹤0.01%	1364
2023 Q4	$24.1K	Sell	129 -1,164	-90%	-$195K	﹤0.01%	857
2023 Q3	$206K	Sell	1,293 -195	-13%	-$32.4K	0.01%	520
2023 Q2	$243K	Buy	1,488 +648	+77%	+$97.3K	0.02%	490
2023 Q1	$124K	Buy	840 +711	+551%	+$98.2K	0.01%	600
2022 Q4	$15.9K	Sell	129 -449	-78%	-$57K	﹤0.01%	786
2022 Q3	$72K	Hold	578	–	–	0.01%	558
2022 Q2	$73K	Sell	578 -3	-0.5%	-$448	0.01%	525
2022 Q1	$109K	Sell	581 -4	-0.7%	-$762	0.01%	500
2021 Q4	$132K	Buy	585 +233	+66%	+$55.2K	0.01%	471
2021 Q3	$83K	Buy	352 +181	+106%	+$44.3K	0.01%	508
2021 Q2	$41K	Sell	171 -129	-43%	-$29.5K	﹤0.01%	551
2021 Q1	$65K	Buy	+300	New	+$66.7K	0.01%	503
2020 Q1	–	Sell	-1,434	Closed	-$199K	–	818
2019 Q4	$199K	Buy	+1,434	New	+$194K	0.03%	374
2019 Q2	–	Sell	-300	Closed	-$41K	–	845
2019 Q1	$41K	Buy	+300	New	+$40K	0.01%	440
2017 Q2	–	Sell	-437	Closed	-$38K	–	458
2017 Q1	$38K	Hold	437	–	–	0.01%	251
2016 Q4	$35K	Hold	437	–	–	0.01%	237
2016 Q3	$36K	Hold	437	–	–	0.01%	244
2016 Q2	$32K	Hold	437	–	–	0.01%	238
2016 Q1	$30K	Hold	437	–	–	0.01%	246
2015 Q4	$33K	Hold	437	–	–	0.02%	204
2015 Q3	$29K	Buy	+437	New	+$30.4K	0.02%	203

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Avior Wealth Management's FDN Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2025, closing a stake of 174 shares — an estimated $42.3K sold.

Avior Wealth Management first reported a position in FDN in Q3 2015 and held it in 25 quarters. The position peaked at $243K in Q2 2023. 557 funds tracked by Wall St. Rank hold FDN as of Q1 2025.

Avior Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 174 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2025, an estimated $42.3K.
Avior Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2015 and held it in 25 quarters.
Avior Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $243K in Q2 2023.
557 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.