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Axos Invest’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Axos Invest’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
-1,235
Closed -$300K – 24
2024
Q4 		$300K Sell
1,235
-101
-8% -$23.6K 0.22% 21
2024
Q3 		$283K Buy
+1,336
New +$268K 0.19% 21

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Axos Invest's FDN Position: Q1 2025 in Review

Axos Invest sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2025, closing a stake of 1,235 shares — an estimated $300K sold.

Axos Invest first reported a position in FDN in Q3 2024 and held it in 2 quarters. The position peaked at $300K in Q4 2024. 557 funds tracked by Wall St. Rank hold FDN as of Q1 2025.

  • Axos Invest reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Axos Invest sold 1,235 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2025, an estimated $300K.
  • Axos Invest first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2024 and held it in 2 quarters.
  • Axos Invest's First Trust Dow Jones Internet Index Fund ETF position peaked at $300K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2025.

Based on Axos Invest's 13F filing for Q1 2025, filed 22 Apr 2025.