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

Pinnacle Wealth Planning Services’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	$936	Buy	+4	New	+$997	﹤0.01%	2563
2021 Q1	–	Sell	-16	Closed	-$3K	–	902
2020 Q4	$3K	Buy	+16	New	+$3.24K	﹤0.01%	1810

Other funds holding FDN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's FDN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2026: 4 shares worth $936. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in FDN as recently as Q4 2020.

Pinnacle Wealth Planning Services first reported a position in FDN in Q4 2020 and has held it in 2 quarters since. The position peaked at $3K in Q4 2020. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

Pinnacle Wealth Planning Services held 4 shares of First Trust Dow Jones Internet Index Fund ETF worth $936 as of Q1 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Pinnacle Wealth Planning Services position in Q1 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2563 holding.
Pinnacle Wealth Planning Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $3K in Q4 2020.
551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.