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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
Q2 		$4.06M Sell
15,320
-739
-5% -$195K 1.68% 15
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Plotkin Financial Advisors's FDN Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.6% in Q2 2026, selling an estimated $195K and leaving 15,320 shares worth $4.06M. The position accounts for 1.68% of the portfolio, ranked #15.

Plotkin Financial Advisors first reported a position in FDN in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q2 2020. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Plotkin Financial Advisors held 15,320 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.06M as of Q2 2026.
  • Plotkin Financial Advisors sold 739 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $195K.
  • First Trust Dow Jones Internet Index Fund ETF made up 1.68% of Plotkin Financial Advisors's portfolio in Q2 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 27 quarters since.
  • Plotkin Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $10.1M in Q2 2020.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

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