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SHP Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

SHP Wealth Management’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 		$32.8K Buy
140
+40
+40% +$9.97K ﹤0.01% 599
2025
Q4 		$26.9K Buy
+100
New +$27.4K ﹤0.01% 613

Other funds holding FDN

Citigroup
Citigroup New York $303B AUM 53.02% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's FDN Position: Q1 2026 in Review

SHP Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 40% in Q1 2026, buying an estimated $9.97K and bringing the position to 140 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

SHP Wealth Management first reported a position in FDN in Q4 2025 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold FDN as of Q1 2026.

  • SHP Wealth Management held 140 shares of First Trust Dow Jones Internet Index Fund ETF worth $32.8K as of Q1 2026.
  • SHP Wealth Management bought 40 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2026, an estimated $9.97K.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #599 holding.
  • SHP Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.