Simon Quick Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Simon Quick 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	-7,156	Closed	-$1.93M	–	400
2025 Q2	$1.93M	Buy	+7,156	New	+$1.72M	0.1%	124
2020 Q1	–	Sell	-316	Closed	-$44K	–	554
2019 Q4	$44K	Hold	316	–	–	0.02%	240
2019 Q3	$43K	Hold	316	–	–	0.02%	189
2019 Q2	$45.4K	Hold	316	–	–	0.02%	128
2019 Q1	$44K	Buy	+316	New	+$42.1K	0.02%	215
2018 Q1	–	Sell	-14	Closed	-$2K	–	348
2017 Q4	$2K	Buy	+14	New	+$1.5K	﹤0.01%	407

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Two Sigma Investments New York $124B AUM 33.93% 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

Simon Quick Advisors's FDN Position: Q3 2025 in Review

Simon Quick Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2025, closing a stake of 7,156 shares — an estimated $1.93M sold.

Simon Quick Advisors first reported a position in FDN in Q4 2017 and held it in 6 quarters. The position peaked at $1.93M in Q2 2025. 570 funds tracked by Wall St. Rank hold FDN as of Q3 2025.

Simon Quick Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2025 after selling out during the quarter.
Simon Quick Advisors sold 7,156 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2025, an estimated $1.93M.
Simon Quick Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 6 quarters.
Simon Quick Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.93M 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 Simon Quick Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.