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

Comprehensive 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	–	Sell	-12	Closed	-$2.81K	–	430
2026 Q1	$2.81K	Hold	12	–	–	﹤0.01%	326
2025 Q4	$3.23K	Hold	12	–	–	﹤0.01%	335
2025 Q3	$3.36K	Hold	12	–	–	﹤0.01%	289
2025 Q2	$3.23K	Hold	12	–	–	﹤0.01%	279
2025 Q1	$2.67K	Hold	12	–	–	﹤0.01%	280
2024 Q4	$2.92K	Buy	+12	New	+$2.8K	﹤0.01%	301

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

Comprehensive Financial Planning's FDN Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 12 shares — an estimated $2.81K sold.

Comprehensive Financial Planning first reported a position in FDN in Q4 2024 and held it in 6 quarters. The position peaked at $3.36K in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Comprehensive Financial Planning reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 12 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.81K.
Comprehensive Financial Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and held it in 6 quarters.
Comprehensive Financial Planning's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.36K in Q3 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.