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 Q2	$204K	Buy	+770	New	+$203K	0.18%	91
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

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Clear Point Advisors's FDN Position: Q2 2026 in Review

Clear Point Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 770 shares worth $204K. The stake represents 0.18% of the portfolio and ranks #91 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in FDN as recently as Q4 2025.

Clear Point Advisors first reported a position in FDN in Q4 2023 and has held it in 9 quarters since. The position peaked at $226K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Clear Point Advisors held 770 shares of First Trust Dow Jones Internet Index Fund ETF worth $204K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Clear Point Advisors position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.18% of Clear Point Advisors's portfolio in Q2 2026, its #91 holding.
Clear Point Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 9 quarters since.
Clear Point Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $226K in Q3 2025.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.