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Planning Directions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Planning Directions’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
2025
Q2 		– Sell
-3,306
Closed -$734K – 91
2025
Q1 		$734K Buy
+3,306
New +$815K 0.31% 53

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Planning Directions's FDN Position: Q2 2025 in Review

Planning Directions sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025, closing a stake of 3,306 shares — an estimated $734K sold.

Planning Directions first reported a position in FDN in Q1 2025 and held it in 1 quarter. The position peaked at $734K in Q1 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

  • Planning Directions reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 3,306 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $734K.
  • Planning Directions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2025 and held it in 1 quarter.
  • Planning Directions's First Trust Dow Jones Internet Index Fund ETF position peaked at $734K in Q1 2025.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.