Next Level Wealth Planning
FDN icon

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

Next Level 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 		$51.9K Buy
+180
New +$50.9K 0.02% 169

Other funds holding FDN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Tamar Securities
Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Next Level Wealth Planning's FDN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2026: 180 shares worth $51.9K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings.

341 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Next Level Wealth Planning held 180 shares of First Trust Dow Jones Internet Index Fund ETF worth $51.9K as of Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF was a new Next Level Wealth Planning position in Q3 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #169 holding.
  • 341 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.