Clear Point Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Clear Point 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
2026 Q1	–	Sell	-808	Closed	-$217K	–	89
2025 Q4	$217K	Hold	808	–	–	0.17%	120
2025 Q3	$226K	Hold	808	–	–	0.18%	109
2025 Q2	$218K	Buy	+808	New	+$194K	0.18%	105
2025 Q1	–	Sell	-877	Closed	-$213K	–	107
2024 Q4	$213K	Sell	877 -8	-0.9%	-$1.87K	0.18%	105
2024 Q3	$187K	Hold	885	–	–	0.14%	110
2024 Q2	$181K	Hold	885	–	–	0.15%	108
2024 Q1	$182K	Hold	885	–	–	0.15%	107
2023 Q4	$165K	Buy	+885	New	+$148K	0.15%	106

Other funds holding FDN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Point Advisors's FDN Position: Q1 2026 in Review

Clear Point Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026, closing a stake of 808 shares — an estimated $217K sold.

Clear Point Advisors first reported a position in FDN in Q4 2023 and held it in 8 quarters. The position peaked at $226K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Clear Point Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 808 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $217K.
Clear Point Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and held it in 8 quarters.
Clear Point Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $226K in Q3 2025.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.