Orion Portfolio Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Orion Portfolio Solutions’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	$2.54M	Buy	+85,257	New	+$21M	0.02%	594
2024 Q3	–	Sell	-7,242	Closed	-$1.48M	–	1806
2024 Q2	$1.48M	Buy	7,242 +1,395	+24%	+$280K	0.02%	785
2024 Q1	$1.2M	Buy	5,847 +441	+8%	+$87K	0.01%	904
2023 Q4	$998K	Buy	5,406 +1,713	+46%	+$286K	0.01%	941
2023 Q3	$589K	Buy	3,693 +740	+25%	+$123K	0.01%	1146
2023 Q2	$481K	Buy	+2,953	New	+$443K	0.01%	1226
2020 Q3	–	Sell	-192	Closed	-$33K	–	954
2020 Q2	$33K	Buy	192 +51	+36%	+$7.78K	﹤0.01%	805
2020 Q1	$17K	Sell	141 -2	-1%	-$277	﹤0.01%	887
2019 Q4	$20K	Buy	+143	New	+$19.3K	﹤0.01%	771

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Orion Portfolio Solutions's FDN Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2025: 85,257 shares worth $2.54M. The stake represents 0.02% of the portfolio and ranks #594 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in FDN as recently as Q2 2024.

Orion Portfolio Solutions first reported a position in FDN in Q4 2019 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold FDN as of Q1 2025.

Orion Portfolio Solutions held 85,257 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.54M as of Q1 2025.
First Trust Dow Jones Internet Index Fund ETF was a new Orion Portfolio Solutions position in Q1 2025.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #594 holding.
Orion Portfolio Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.