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Green Ridge Wealth Planning’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Green Ridge Wealth 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
Q3 		$247K Hold
858
– – 0.1% 78
2026
Q2 		$227K Hold
858
– – 0.1% 83
2026
Q1 		$201K Hold
858
– – 0.11% 82
2025
Q4 		$231K Buy
+858
New +$235K 0.12% 75

Other funds holding FDN

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Green Ridge Wealth Planning's FDN Position: Q3 2026 in Review

Green Ridge Wealth Planning held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2026 at 858 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #78.

Green Ridge Wealth Planning first reported a position in FDN in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Green Ridge Wealth Planning held 858 shares of First Trust Dow Jones Internet Index Fund ETF worth $247K as of Q3 2026.
  • Green Ridge Wealth Planning left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.1% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #78 holding.
  • Green Ridge Wealth Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.