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

Mark Sheptoff 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	$26.5K	Hold	100	–	–	0.01%	247
2026 Q1	$26.8K	Hold	100	–	–	0.01%	240
2025 Q4	$26.9K	Hold	100	–	–	0.01%	247
2025 Q3	$28K	Hold	100	–	–	0.01%	244
2025 Q2	$26.9K	Hold	100	–	–	0.01%	242
2025 Q1	$22.2K	Hold	100	–	–	0.01%	238
2024 Q4	$24.3K	Hold	100	–	–	0.01%	241
2024 Q3	$21.2K	Hold	100	–	–	0.01%	243
2024 Q2	$20.5K	Hold	100	–	–	0.01%	254
2024 Q1	$20.5K	Hold	100	–	–	0.01%	233
2023 Q4	$18.7K	Hold	100	–	–	0.01%	235
2023 Q3	$16K	Hold	100	–	–	0.01%	229
2023 Q2	$16.3K	Hold	100	–	–	0.01%	240
2023 Q1	$14.8K	Hold	100	–	–	0.01%	236
2022 Q4	$12.3K	Hold	100	–	–	0.01%	252
2022 Q3	$13K	Hold	100	–	–	0.01%	237
2022 Q2	$13K	Hold	100	–	–	0.01%	241
2022 Q1	$19K	Hold	100	–	–	0.01%	248
2021 Q4	$23K	Hold	100	–	–	0.01%	242
2021 Q3	$24K	Hold	100	–	–	0.01%	229
2021 Q2	$24K	Hold	100	–	–	0.01%	251
2021 Q1	$22K	Hold	100	–	–	0.01%	221
2020 Q4	$21K	Hold	100	–	–	0.01%	211
2020 Q3	$19K	Hold	100	–	–	0.01%	192
2020 Q2	$17K	Hold	100	–	–	0.01%	209
2020 Q1	$12K	Buy	+100	New	+$13.9K	0.01%	215
2017 Q3	–	Sell	-100	Closed	-$9K	–	376
2017 Q2	$9K	Sell	100 -1	-1%	-$93	0.01%	280
2017 Q1	$9K	Buy	101 +1	+1%	+$86	0.01%	282
2016 Q4	$8K	Hold	100	–	–	0.01%	275
2016 Q3	$8K	Buy	+100	New	+$7.8K	0.01%	269

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

Mark Sheptoff Financial Planning's FDN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 100 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #247.

Mark Sheptoff Financial Planning first reported a position in FDN in Q3 2016 and has held it in 30 quarters since. The position peaked at $28K in Q3 2025. 587 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Mark Sheptoff Financial Planning held 100 shares of First Trust Dow Jones Internet Index Fund ETF worth $26.5K as of Q2 2026.
Mark Sheptoff Financial 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 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #247 holding.
Mark Sheptoff Financial Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2016 and has held it in 30 quarters since.
Mark Sheptoff Financial Planning's First Trust Dow Jones Internet Index Fund ETF position peaked at $28K in Q3 2025.
587 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

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