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

Rollins 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
2026
Q1 		$444K Sell
1,899
-1,125
-37% -$280K 0.07% 109
2025
Q4 		$814K Buy
3,024
+601
+25% +$165K 0.12% 70
2025
Q3 		$678K Buy
2,423
+946
+64% +$259K 0.1% 72
2025
Q2 		$398K Buy
1,477
+176
+14% +$42.3K 0.06% 92
2025
Q1 		$289K Hold
1,301
– – 0.05% 102
2024
Q4 		$316K Sell
1,301
-342
-21% -$79.9K 0.05% 101
2024
Q3 		$348K Sell
1,643
-485
-23% -$97.3K 0.06% 97
2024
Q2 		$436K Sell
2,128
-211
-9% -$42.4K 0.07% 78
2024
Q1 		$480K Buy
2,339
+905
+63% +$179K 0.09% 72
2023
Q4 		$268K Buy
+1,434
New +$240K 0.06% 87

Other funds holding FDN

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return