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

Sequent 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 		$790K Sell
2,983
-1
-0% -$264 0.17% 112
2026
Q1 		$698K Buy
2,984
+366
+14% +$91.2K 0.17% 106
2025
Q4 		$705K Sell
2,618
-72
-3% -$19.7K 0.18% 100
2025
Q3 		$753K Buy
2,690
+306
+13% +$83.9K 0.21% 95
2025
Q2 		$642K Sell
2,384
-68
-3% -$16.3K 0.2% 79
2025
Q1 		$545K Sell
2,452
-60
-2% -$14.8K 0.2% 77
2024
Q4 		$611K Sell
2,512
-86
-3% -$20.1K 0.22% 76
2024
Q3 		$550K Sell
2,598
-668
-20% -$134K 0.19% 87
2024
Q2 		$672K Sell
3,266
-575
-15% -$115K 0.23% 76
2024
Q1 		$788K Buy
+3,841
New +$758K 0.29% 66

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

Sequent Planning's FDN Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.03% in Q2 2026, selling an estimated $264 and leaving 2,983 shares worth $790K. The position accounts for 0.17% of the portfolio, ranked #112.

Sequent Planning first reported a position in FDN in Q1 2024 and has held it in 10 quarters since. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Sequent Planning held 2,983 shares of First Trust Dow Jones Internet Index Fund ETF worth $790K as of Q2 2026.
  • Sequent Planning sold 1 First Trust Dow Jones Internet Index Fund ETF share in Q2 2026, an estimated $264.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.17% of Sequent Planning's portfolio in Q2 2026, its #112 holding.
  • Sequent Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and has held it in 10 quarters since.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.