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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$116K Buy
440
+300
+214% +$79.2K 0.01% 391
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

SHP Wealth Management's FDN Position: Q2 2026 in Review

SHP Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 214% in Q2 2026, buying an estimated $79.2K and bringing the position to 440 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #391.

SHP Wealth Management first reported a position in FDN in Q4 2025 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • SHP Wealth Management held 440 shares of First Trust Dow Jones Internet Index Fund ETF worth $116K as of Q2 2026.
  • SHP Wealth Management bought 300 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $79.2K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #391 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 3 quarters since.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.