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Financial Advocates Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-914
Closed -$246K – 230
2025
Q2 		$246K Sell
914
-40
-4% -$9.62K 0.02% 544
2025
Q1 		$212K Sell
954
-85
-8% -$21K 0.01% 662
2024
Q4 		$253K Sell
1,039
-5,139
-83% -$1.2M 0.01% 643
2024
Q3 		$1.31M Sell
6,178
-33
-0.5% -$6.62K 0.07% 249
2024
Q2 		$1.27M Sell
6,211
-3,292
-35% -$661K 0.08% 236
2024
Q1 		$1.95M Sell
9,503
-979
-9% -$193K 0.11% 186
2023
Q4 		$1.96M Sell
10,482
-1,494
-12% -$250K 0.13% 179
2023
Q3 		$1.91M Sell
11,976
-141
-1% -$23.4K 0.14% 169
2023
Q2 		$1.97M Sell
12,117
-1,711
-12% -$257K 0.14% 166
2023
Q1 		$2.04M Sell
13,828
-2,840
-17% -$392K 0.15% 166
2022
Q4 		$2.05M Sell
16,668
-4,036
-19% -$513K 0.15% 157
2022
Q3 		$2.61M Sell
20,704
-4,948
-19% -$689K 0.22% 127
2022
Q2 		$3.26M Sell
25,652
-14,821
-37% -$2.21M 0.26% 95
2022
Q1 		$7.6M Buy
40,473
+1,190
+3% +$227K 0.5% 37
2021
Q4 		$8.88M Buy
39,283
+345
+0.9% +$81.7K 0.56% 29
2021
Q3 		$9.19M Sell
38,938
-518
-1% -$127K 0.62% 26
2021
Q2 		$9.66M Sell
39,456
-18,618
-32% -$4.26M 0.65% 26
2021
Q1 		$9.82M Buy
58,074
+6,801
+13% +$1.51M 0.7% 24
2020
Q4 		$10.7M Buy
51,273
+16,713
+48% +$3.38M 0.73% 24
2020
Q3 		$6.51M Buy
34,560
+11,780
+52% +$2.17M 0.56% 36
2020
Q2 		$3.88M Buy
22,780
+8,087
+55% +$1.23M 0.37% 62
2020
Q1 		$1.82M Sell
14,693
-10,425
-42% -$1.45M 0.26% 99
2019
Q4 		$3.5M Buy
25,118
+781
+3% +$105K 0.37% 67
2019
Q3 		$3.28M Sell
24,337
-78
-0.3% -$11K 0.37% 68
2019
Q2 		$3.51M Sell
24,415
-389
-2% -$55.5K 0.41% 59
2019
Q1 		$3.44M Sell
24,804
-1,687
-6% -$225K 0.43% 63
2018
Q4 		$3.09M Sell
26,491
-800
-3% -$99.5K 0.42% 62
2018
Q3 		$3.86M Buy
27,291
+357
+1% +$50.6K 0.43% 54
2018
Q2 		$3.76M Buy
26,934
+2,137
+9% +$280K 0.46% 54
2018
Q1 		$2.99M Sell
24,797
-3,562
-13% -$431K 0.39% 65
2017
Q4 		$3.12M Buy
+28,359
New +$3.05M 0.43% 60

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Financial Advocates Investment Management's FDN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2025, closing a stake of 914 shares — an estimated $246K sold.

Financial Advocates Investment Management first reported a position in FDN in Q4 2017 and held it in 31 quarters. The position peaked at $10.7M in Q4 2020. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 914 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $246K.
  • Financial Advocates Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $10.7M in Q4 2020.
  • 570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.