Action Point Financial Planning’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Action Point Financial Planning’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
2026 Q2	$136K	Buy	+513	New	+$135K	0.01%	521

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's FDN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 513 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings.

583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Action Point Financial Planning held 513 shares of First Trust Dow Jones Internet Index Fund ETF worth $136K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #521 holding.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.