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

Ridgeline Wealth Planning’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	$431K	Hold	1,627	–	–	0.27%	32
2026 Q1	$381K	Hold	1,627	–	–	0.28%	39
2025 Q4	$438K	Hold	1,627	–	–	0.31%	32
2025 Q3	$455K	Hold	1,627	–	–	0.34%	28
2025 Q2	$438K	Hold	1,627	–	–	0.36%	27
2025 Q1	$361K	Hold	1,627	–	–	0.36%	27
2024 Q4	$396K	Buy	+1,627	New	+$380K	0.38%	25

Other funds holding FDN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

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

Ridgeline Wealth Planning held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,627 shares worth $431K. The position accounts for 0.27% of the portfolio, ranked #32.

Ridgeline Wealth Planning first reported a position in FDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q3 2025. 286 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Ridgeline Wealth Planning held 1,627 shares of First Trust Dow Jones Internet Index Fund ETF worth $431K as of Q2 2026.
Ridgeline Wealth Planning 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 0.27% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #32 holding.
Ridgeline Wealth Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's First Trust Dow Jones Internet Index Fund ETF position peaked at $455K in Q3 2025.
286 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.