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JPL Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

JPL Wealth Management’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 		$58.5K Buy
+250
New +$62.3K 0.01% 216
2025
Q4 		– Sell
-455
Closed -$127K – 455
2025
Q3 		$127K Buy
+455
New +$125K 0.03% 154

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JPL Wealth Management's FDN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026: 250 shares worth $58.5K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FDN as recently as Q3 2025.

JPL Wealth Management first reported a position in FDN in Q3 2025 and has held it in 2 quarters since. The position peaked at $127K in Q3 2025. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • JPL Wealth Management held 250 shares of First Trust Dow Jones Internet Index Fund ETF worth $58.5K as of Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new JPL Wealth Management position in Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #216 holding.
  • JPL Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $127K 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 JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.