Concurrent Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Concurrent Investment Advisors’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	$2.59M	Sell	11,061 -441	-4%	-$110K	0.03%	535
2025 Q4	$3.1M	Buy	11,502 +4,016	+54%	+$1.1M	0.04%	447
2025 Q3	$2.09M	Sell	7,486 -300	-4%	-$82.2K	0.04%	458
2025 Q2	$2.1M	Sell	7,786 -54	-0.7%	-$13K	0.04%	422
2025 Q1	$1.74M	Buy	7,840 +1,004	+15%	+$247K	0.04%	396
2024 Q4	$1.66M	Sell	6,836 -382	-5%	-$89.3K	0.05%	370
2024 Q3	$1.53M	Sell	7,218 -138	-2%	-$27.7K	0.05%	377
2024 Q2	$1.51M	Buy	7,356 +86	+1%	+$17.3K	0.05%	346
2024 Q1	$1.49M	Buy	7,270 +1,057	+17%	+$209K	0.06%	296
2023 Q4	$1.16M	Buy	+6,213	New	+$1.04M	0.05%	307

Other funds holding FDN

Citigroup New York $157B 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 $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Raymond James Financial

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return