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 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

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

Green Ridge Wealth Planning's FDN Position: Q2 2026 in Review

Green Ridge Wealth Planning held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 858 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #83.

Green Ridge Wealth Planning first reported a position in FDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 582 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Green Ridge Wealth Planning held 858 shares of First Trust Dow Jones Internet Index Fund ETF worth $227K as of Q2 2026.
Green Ridge Wealth Planning left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.1% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #83 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 3 quarters since.
Green Ridge Wealth Planning's First Trust Dow Jones Internet Index Fund ETF position peaked at $231K in Q4 2025.
582 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.