Capital Analysts LLC’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-2	Closed	-$1K	–	1439
2025 Q2	$1K	Buy	+2	New	+$481	﹤0.01%	1344
2023 Q4	–	Sell	-35	Closed	-$6K	–	1135
2023 Q3	$6K	Buy	+35	New	+$5.82K	﹤0.01%	951
2019 Q4	–	Sell	-321	Closed	-$43K	–	725
2019 Q3	$43K	Sell	321 -110	-26%	-$15.5K	﹤0.01%	402
2019 Q2	$62K	Buy	431 +65	+18%	+$9.28K	0.01%	343
2019 Q1	$50K	Buy	+366	New	+$48.8K	0.01%	348

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

Capital Analysts LLC's FDN Position: Q3 2025 in Review

Capital Analysts LLC sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2025, closing a stake of 2 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in FDN in Q1 2019 and held it in 5 quarters. The position peaked at $62K in Q2 2019. 571 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

Capital Analysts LLC reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 2 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $1K.
Capital Analysts LLC first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and held it in 5 quarters.
Capital Analysts LLC's First Trust Dow Jones Internet Index Fund ETF position peaked at $62K in Q2 2019.
571 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.