Legend Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Legend Financial 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
2025 Q3	–	Sell	-65	Closed	-$17.5K	–	77
2025 Q2	$17.5K	Buy	+65	New	+$15.6K	0.01%	93
2025 Q1	–	Sell	-65	Closed	-$15.8K	–	105
2024 Q4	$15.8K	Hold	65	–	–	0.01%	94
2024 Q3	$13.8K	Hold	65	–	–	0.01%	89
2024 Q2	$13.3K	Hold	65	–	–	0.01%	125
2024 Q1	$13.3K	Hold	65	–	–	0.01%	117
2023 Q4	$12.1K	Hold	65	–	–	0.01%	116
2023 Q3	$10.4K	Hold	65	–	–	0.01%	136
2023 Q2	$10.6K	Hold	65	–	–	0.01%	144
2023 Q1	$9.61K	Hold	65	–	–	0.01%	154
2022 Q4	$8.01K	Hold	65	–	–	0.01%	177
2022 Q3	$8.2K	Buy	+65	New	+$9.05K	0.01%	160

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

Legend Financial Advisors's FDN Position: Q3 2025 in Review

Legend Financial Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2025, closing a stake of 65 shares — an estimated $17.5K sold.

Legend Financial Advisors first reported a position in FDN in Q3 2022 and held it in 11 quarters. The position peaked at $17.5K in Q2 2025. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

Legend Financial Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 65 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $17.5K.
Legend Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $17.5K in Q2 2025.
570 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.