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 Q2	$66.2K	Hold	250	–	–	0.01%	219
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

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

JPL Wealth Management's FDN Position: Q2 2026 in Review

JPL Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 250 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #219.

JPL Wealth Management first reported a position in FDN in Q3 2025 and has held it in 3 quarters since. The position peaked at $127K in Q3 2025. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

JPL Wealth Management held 250 shares of First Trust Dow Jones Internet Index Fund ETF worth $66.2K as of Q2 2026.
JPL Wealth Management 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 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #219 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 3 quarters since.
JPL Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $127K 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.