Secure Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Secure Asset Management’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	-6,201	Closed	-$1.51M	–	325
2024 Q4	$1.51M	Buy	6,201 +268	+5%	+$62.6K	0.23%	106
2024 Q3	$1.26M	Buy	5,933 +1,484	+33%	+$298K	0.21%	115
2024 Q2	$912K	Buy	4,449 +3,425	+334%	+$688K	0.17%	125
2024 Q1	$210K	Sell	1,024 -777	-43%	-$153K	0.05%	223
2023 Q4	$336K	Buy	+1,801	New	+$301K	0.09%	158
2023 Q3	–	Sell	-2,052	Closed	-$335K	–	213
2023 Q2	$335K	Buy	+2,052	New	+$308K	0.1%	137
2021 Q1	–	Sell	-22,187	Closed	-$4.71M	–	182
2020 Q4	$4.71M	Sell	22,187 -568	-2%	-$115K	2.77%	7
2020 Q3	$4.29M	Sell	22,755 -1,727	-7%	-$319K	2.94%	5
2020 Q2	$4.17M	Buy	24,482 +572	+2%	+$87.3K	2.94%	3
2020 Q1	$2.96M	Sell	23,910 -2,019	-8%	-$280K	3.18%	6
2019 Q4	$3.61M	Buy	+25,929	New	+$3.5M	2.54%	8

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Secure Asset Management's FDN Position: Q1 2025 in Review

Secure Asset Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2025, closing a stake of 6,201 shares — an estimated $1.51M sold.

Secure Asset Management first reported a position in FDN in Q4 2019 and held it in 11 quarters. The position peaked at $4.71M in Q4 2020. 558 funds tracked by Wall St. Rank hold FDN as of Q1 2025.

Secure Asset Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 6,201 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2025, an estimated $1.51M.
Secure Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 11 quarters.
Secure Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $4.71M in Q4 2020.
558 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.