SVB Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

SVB Wealth’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 Q2	–	Sell	-450	Closed	-$100K	–	908
2025 Q1	$100K	Buy	+450	New	+$111K	﹤0.01%	406
2023 Q2	–	Sell	-7,168	Closed	-$1.06M	–	952
2023 Q1	$1.06M	Sell	7,168 -40	-0.6%	-$5.52K	0.01%	361
2022 Q4	$888K	Sell	7,208 -720	-9%	-$91.5K	0.01%	429
2022 Q3	$1M	Buy	7,928 +450	+6%	+$62.7K	0.01%	368
2022 Q2	$950K	Buy	+7,478	New	+$1.12M	0.01%	336
2021 Q4	–	Sell	-1,831	Closed	-$432K	–	865
2021 Q3	$432K	Hold	1,831	–	–	0.01%	649
2021 Q2	$448K	Hold	1,831	–	–	0.01%	618
2021 Q1	$399K	Sell	1,831 -690	-27%	-$153K	0.01%	581
2020 Q4	$534K	Hold	2,521	–	–	0.01%	459
2020 Q3	$475K	Buy	2,521 +181	+8%	+$33.4K	0.01%	421
2020 Q2	$399K	Buy	2,340 +349	+18%	+$53.3K	0.01%	402
2020 Q1	$246K	Sell	1,991 -1,898	-49%	-$263K	0.01%	426
2019 Q4	$541K	Buy	+3,889	New	+$525K	0.01%	400

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SVB Wealth's FDN Position: Q2 2025 in Review

SVB Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025, closing a stake of 450 shares — an estimated $100K sold.

SVB Wealth first reported a position in FDN in Q4 2019 and held it in 13 quarters. The position peaked at $1.06M in Q1 2023. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

SVB Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 450 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $100K.
SVB Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 13 quarters.
SVB Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.06M in Q1 2023.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.