Pinnacle Family Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Pinnacle Family Advisors’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	$682K	Buy	2,578 +175	+7%	+$46.2K	0.29%	62
2026 Q1	$562K	Buy	2,403 +158	+7%	+$39.4K	0.26%	66
2025 Q4	$604K	Sell	2,245 -996	-31%	-$273K	0.27%	66
2025 Q3	$907K	Sell	3,241 -1,145	-26%	-$314K	0.4%	42
2025 Q2	$1.18M	Buy	4,386 +2,065	+89%	+$496K	0.57%	39
2025 Q1	$516K	Sell	2,321 -5,493	-70%	-$1.35M	0.28%	66
2024 Q4	$1.9M	Buy	7,814 +3,692	+90%	+$863K	0.92%	27
2024 Q3	$873K	Sell	4,122 -124	-3%	-$24.9K	0.45%	48
2024 Q2	$870K	Sell	4,246 -3,104	-42%	-$623K	0.48%	39
2024 Q1	$1.51M	Buy	7,350 +4,636	+171%	+$915K	0.8%	27
2023 Q4	$506K	Sell	2,714 -1,558	-36%	-$260K	0.3%	52
2023 Q3	$682K	Sell	4,272 -2,167	-34%	-$360K	0.39%	43
2023 Q2	$1.05M	Buy	+6,439	New	+$967K	0.57%	31
2022 Q3	–	Sell	-3,272	Closed	-$416K	–	82
2022 Q2	$416K	Buy	3,272 +366	+13%	+$54.7K	0.34%	59
2022 Q1	$546K	Buy	2,906 +379	+15%	+$72.2K	0.29%	62
2021 Q4	$571K	Sell	2,527 -351	-12%	-$83.1K	0.26%	58
2021 Q3	$679K	Buy	2,878 +13	+0.5%	+$3.18K	0.3%	55
2021 Q2	$702K	Sell	2,865 -3,725	-57%	-$852K	0.31%	58
2021 Q1	$1.44M	Buy	6,590 +481	+8%	+$107K	0.75%	33
2020 Q4	$1.3M	Buy	+6,109	New	+$1.24M	0.79%	31
2020 Q1	–	Sell	-2,817	Closed	-$392K	–	65
2019 Q4	$392K	Buy	+2,817	New	+$380K	0.35%	49
2019 Q2	–	Sell	-1,450	Closed	-$201K	–	80
2019 Q1	$201K	Buy	+1,450	New	+$193K	0.18%	72
2018 Q4	–	Sell	-1,495	Closed	-$212K	–	62
2018 Q3	$212K	Buy	+1,495	New	+$212K	0.11%	62
2018 Q2	–	Sell	-1,975	Closed	-$238K	–	66
2018 Q1	$238K	Buy	+1,975	New	+$239K	0.14%	57
2017 Q4	–	Sell	-3,475	Closed	-$356K	–	73
2017 Q3	$356K	Buy	+3,475	New	+$344K	0.17%	60

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

Pinnacle Family Advisors's FDN Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 7.3% in Q2 2026, buying an estimated $46.2K and bringing the position to 2,578 shares worth $682K. The position accounts for 0.29% of the portfolio, ranked #62.

Pinnacle Family Advisors first reported a position in FDN in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.9M in Q4 2024. 587 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Pinnacle Family Advisors held 2,578 shares of First Trust Dow Jones Internet Index Fund ETF worth $682K as of Q2 2026.
Pinnacle Family Advisors bought 175 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $46.2K.
First Trust Dow Jones Internet Index Fund ETF made up 0.29% of Pinnacle Family Advisors's portfolio in Q2 2026, its #62 holding.
Pinnacle Family Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2017 and has held it in 25 quarters since.
Pinnacle Family Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.9M in Q4 2024.
587 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.