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Lee, Danner & Bass’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Lee, Danner & Bass’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
-150
Closed -$36.5K – 376
2024
Q4 		$36.5K Buy
+150
New +$35.1K ﹤0.01% 384

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

Lee, Danner & Bass's FDN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2025, closing a stake of 150 shares — an estimated $36.5K sold.

Lee, Danner & Bass first reported a position in FDN in Q4 2024 and held it in 1 quarter. The position peaked at $36.5K in Q4 2024. 557 funds tracked by Wall St. Rank hold FDN as of Q1 2025.

  • Lee, Danner & Bass reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 150 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2025, an estimated $36.5K.
  • Lee, Danner & Bass first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's First Trust Dow Jones Internet Index Fund ETF position peaked at $36.5K 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 Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.