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Joseph P. Lucia & Associates’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-805
Closed -$225K – 170
2025
Q3 		$225K Hold
805
– – 0.09% 145
2025
Q2 		$217K Buy
+805
New +$194K 0.09% 139
2022
Q3 		– Sell
-1,177
Closed -$150K – 215
2022
Q2 		$150K Sell
1,177
-20
-2% -$2.99K 0.11% 121
2022
Q1 		$225K Sell
1,197
-3
-0.3% -$572 0.14% 109
2021
Q4 		$271K Sell
1,200
-12
-1% -$2.84K 0.17% 103
2021
Q3 		$286K Sell
1,212
-6
-0.5% -$1.47K 0.17% 107
2021
Q2 		$298K Sell
1,218
-1,625
-57% -$372K 0.18% 105
2021
Q1 		$620K Sell
2,843
-3,295
-54% -$733K 0.28% 68
2020
Q4 		$1.3M Buy
6,138
+4,826
+368% +$976K 0.91% 34
2020
Q3 		$247K Sell
1,312
-25
-2% -$4.61K 0.23% 81
2020
Q2 		$228K Sell
1,337
-180
-12% -$27.5K 0.21% 81
2020
Q1 		$188K Sell
1,517
-3,355
-69% -$465K 0.21% 85
2019
Q4 		$678K Buy
4,872
+140
+3% +$18.9K 0.62% 45
2019
Q3 		$637K Buy
4,732
+110
+2% +$15.5K 0.66% 43
2019
Q2 		$665K Buy
4,622
+3,500
+312% +$500K 0.7% 42
2019
Q1 		$160K Buy
+1,122
New +$149K 0.28% 62

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Joseph P. Lucia & Associates's FDN Position: Q4 2025 in Review

Joseph P. Lucia & Associates sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2025, closing a stake of 805 shares — an estimated $225K sold.

Joseph P. Lucia & Associates first reported a position in FDN in Q1 2019 and held it in 16 quarters. The position peaked at $1.3M in Q4 2020. 604 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

  • Joseph P. Lucia & Associates reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 805 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $225K.
  • Joseph P. Lucia & Associates first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and held it in 16 quarters.
  • Joseph P. Lucia & Associates's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.3M in Q4 2020.
  • 604 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2025, filed 28 Jan 2026.