How many shares of FDN does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 62,711 shares of FDN (FIRST TR EXCHANGE-TRADED FD).

What is Sequoia Financial Advisors, LLC's FDN position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's FDN position is worth $16.6M.

Is Sequoia Financial Advisors, LLC buying or selling FDN?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their FDN position (-3.5% change in shares).

When did Sequoia Financial Advisors, LLC first buy FDN?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in FDN in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

FDN
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$16.6M

Current Shares

62,711

Total Value Change

+$4.6M

Total Shares Change

-23,920

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	62,711	-3.5%	$16.6M	0.1%	$264.72	0
2026-Q1	Decreased	64,949	-1.1%	$15.2M	0.1%	$242.21	0
2025-Q4	Decreased	65,646	-1.5%	$17.7M	0.1%	$271.27	0
2025-Q3	Increased	66,626	+1.1%	$18.6M	0.1%	$283.62	34
2025-Q2	Decreased	65,871	-2.2%	$17.7M	0.1%	$267.25	0
2025-Q1	Increased	67,340	+4.8%	$15M	0.1%	$223.37	35
2024-Q4	Decreased	64,240	-0.9%	$15.6M	0.2%	$245.43	0
2024-Q3	Increased	64,810	+0.0%	$13.7M	0.1%	$211.57	33
2024-Q2	Decreased	64,800	-2.5%	$13.3M	0.2%	$204.94	0
2024-Q1	Decreased	66,462	-2.0%	$13.6M	0.2%	$205.09	0
2023-Q4	Increased	67,805	+0.4%	$12.6M	0.2%	$186.55	33
2023-Q3	Decreased	67,536	-0.4%	$10.8M	0.2%	$159.61	0
2023-Q2	Decreased	67,832	-0.8%	$11.1M	0.2%	$161.27	0
2023-Q1	Decreased	68,371	-1.6%	$10.1M	0.2%	$143.98	0
2022-Q4	Increased	69,500	+0.9%	$8.6M	0.2%	$123.15	33
2022-Q3	Decreased	68,861	-4.1%	$8.7M	0.3%	$127.68	0
2022-Q2	Decreased	71,820	-3.0%	$9.1M	0.3%	$130.26	0
2022-Q1	Decreased	74,080	-1.9%	$13.9M	0.3%	$190.78	0
2021-Q4	Increased	75,518	+7.1%	$17.1M	0.5%	$228.87	36
2021-Q3	Decreased	70,511	-7.4%	$16.6M	1.7%	$235.18	0
2021-Q2	Decreased	76,173	-0.3%	$18.7M	0.7%	$246.60	0
2021-Q1	Decreased	76,435	-1.7%	$16.7M	0.7%	$213.67	0
2020-Q4	Decreased	77,735	-1.8%	$16.5M	0.8%	$212.90	0
2020-Q3	Decreased	79,157	-1.0%	$14.9M	0.8%	$187.95	0
2020-Q2	Decreased	79,927	-0.2%	$13.6M	0.8%	$167.41	0
2020-Q1	Decreased	80,085	-2.3%	$9.9M	0.7%	$125.29	0
2019-Q4	Decreased	81,944	-3.2%	$11.4M	0.7%	$138.46	0
2019-Q3	Decreased	84,658	-1.0%	$11.4M	0.8%	$133.68	0
2019-Q2	Decreased	85,531	-1.3%	$12.3M	0.9%	$143.82	0
2019-Q1	New	86,631	-	$12M	1.0%	$138.90	54

Other major holders of FDN: Steward Partners Investment Advisory, LLC, FIRST TRUST ADVISORS LP

FDN30 quarters

FDN
30 quarters