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Plotkin Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Plotkin Financial 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
Q1 		$3.76M Hold
16,059
– – 1.89% 15
2025
Q4 		$4.32M Sell
16,059
-178
-1% -$48.8K 2.11% 14
2025
Q3 		$4.54M Sell
16,237
-1
-0% -$274 2.25% 14
2025
Q2 		$4.37M Sell
16,238
-297
-2% -$71.4K 2.41% 14
2025
Q1 		$3.67M Buy
16,535
+29
+0.2% +$7.15K 2.26% 14
2024
Q4 		$4.01M Sell
16,506
-278
-2% -$65K 2.38% 15
2024
Q3 		$3.56M Sell
16,784
-45
-0.3% -$9.03K 2.13% 15
2024
Q2 		$3.45M Sell
16,829
-115
-0.7% -$23.1K 2.22% 15
2024
Q1 		$3.48M Sell
16,944
-70
-0.4% -$13.8K 2.3% 13
2023
Q4 		$3.17M Sell
17,014
-230
-1% -$38.4K 2.41% 15
2023
Q3 		$2.75M Sell
17,244
-27
-0.2% -$4.49K 2.42% 15
2023
Q2 		$2.81M Sell
17,271
-782
-4% -$117K 2.34% 16
2023
Q1 		$2.67M Sell
18,053
-713
-4% -$98.5K 2.48% 16
2022
Q4 		$2.31M Sell
18,766
-2,200
-10% -$279K 2.35% 16
2022
Q3 		$2.65M Sell
20,966
-577
-3% -$80.4K 2.68% 14
2022
Q2 		$2.74M Sell
21,543
-2,122
-9% -$317K 2.6% 15
2022
Q1 		$4.45M Sell
23,665
-536
-2% -$102K 3.11% 13
2021
Q4 		$5.47M Sell
24,201
-5,816
-19% -$1.38M 3.46% 12
2021
Q3 		$7.08M Sell
30,017
-285
-0.9% -$69.7K 4.21% 7
2021
Q2 		$7.42M Sell
30,302
-8,286
-21% -$1.89M 4.1% 3
2021
Q1 		$8.42M Sell
38,588
-6,535
-14% -$1.45M 5.15% 3
2020
Q4 		$9.58M Buy
45,123
+7,329
+19% +$1.48M 6.33% 2
2020
Q3 		$7.12M Sell
37,794
-21,368
-36% -$3.94M 7.83% 2
2020
Q2 		$10.1M Buy
59,162
+2,199
+4% +$336K 8.57% 2
2020
Q1 		$7.05M Sell
56,963
-4,528
-7% -$628K 8.55% 2
2019
Q4 		$8.55M Buy
+61,491
New +$8.3M 7.96% 2

Other funds holding FDN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plotkin Financial Advisors's FDN Position: Q1 2026 in Review

Plotkin Financial Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2026 at 16,059 shares worth $3.76M. The position accounts for 1.89% of the portfolio, ranked #15.

Plotkin Financial Advisors first reported a position in FDN in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.1M in Q2 2020. 551 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • Plotkin Financial Advisors held 16,059 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.76M as of Q1 2026.
  • Plotkin Financial Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2026.
  • First Trust Dow Jones Internet Index Fund ETF made up 1.89% of Plotkin Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Plotkin Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $10.1M in Q2 2020.
  • 551 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.