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 Q2	$1.06K	Hold	4	–	–	﹤0.01%	2573
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

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 Wealth Planning Services's FDN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 4 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Pinnacle Wealth Planning Services first reported a position in FDN in Q4 2020 and has held it in 3 quarters since. The position peaked at $3K in Q4 2020. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Pinnacle Wealth Planning Services held 4 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.06K as of Q2 2026.
Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2573 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 3 quarters since.
Pinnacle Wealth Planning Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $3K in Q4 2020.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.