FDN — FIRST TRUST INTERNET

Ownership history in Joseph P. Lucia & Associates, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in FIRST TRUST INTERNET (FDN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2020 Q4)
Avg. % of fund
0.3%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 805 — 0% 0.08% $225K $279.84
2025 Q2 REDUCED 805 -372 -31.6% 0.09% $217K $269.33
2022 Q2 REDUCED 1,177 -20 -1.7% 0.11% $150K $127.03
2022 Q1 REDUCED 1,197 -3 -0.2% 0.14% $225K $187.88
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDN price (monthly, adj. close)

Other funds also holding FDN

As of 2025 Q4 — sorted by position size

MeadowBrook Investment Advisors LLC 4.66% Aster Capital Management (DIFC) Ltd 3.77% SFI Advisors, LLC 3Y 3.76% PACIFIC SUN FINANCIAL CORP 3Y 7Y 3.72% Holistic Financial Partners 3Y 7Y 2.7% Wealth Management Partners, LLC 3Y 2.53% FSC Wealth Advisors, LLC 3Y 2.43% Somerset Group LLC 3Y 7Y 2.34% Plotkin Financial Advisors, LLC 2.11% Nilsine Partners, LLC 1.91%
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