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

Tempus 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 		$251K Buy
949
+16
+2% +$4.22K 0.05% 247
2026
Q1 		$218K Sell
933
-71
-7% -$17.7K 0.05% 257
2025
Q4 		$270K Sell
1,004
-6
-0.6% -$1.65K 0.06% 238
2025
Q3 		$283K Sell
1,010
-34
-3% -$9.32K 0.06% 230
2025
Q2 		$281K Sell
1,044
-25
-2% -$6.01K 0.07% 220
2025
Q1 		$237K Sell
1,069
-129
-11% -$31.8K 0.07% 229
2024
Q4 		$291K Sell
1,198
-76
-6% -$17.8K 0.09% 196
2024
Q3 		$270K Buy
1,274
+5
+0.4% +$1K 0.1% 187
2024
Q2 		$260K Sell
1,269
-109
-8% -$21.9K 0.11% 169
2024
Q1 		$283K Sell
1,378
-786
-36% -$155K 0.12% 159
2023
Q4 		$404K Sell
2,164
-159
-7% -$26.6K 0.18% 123
2023
Q3 		$371K Sell
2,323
-9
-0.4% -$1.5K 0.19% 106
2023
Q2 		$380K Sell
2,332
-1
-0% -$150 0.17% 126
2023
Q1 		$345K Sell
2,333
-2,882
-55% -$398K 0.17% 119
2022
Q4 		$642K Sell
5,215
-39
-0.7% -$4.96K 0.39% 80
2022
Q3 		$663K Buy
5,254
+362
+7% +$50.4K 0.44% 66
2022
Q2 		$621K Buy
4,892
+3,412
+231% +$510K 0.51% 53
2022
Q1 		$278K Sell
1,480
-3,004
-67% -$572K 0.2% 113
2021
Q4 		$1.01M Buy
4,484
+608
+16% +$144K 0.55% 53
2021
Q3 		$914K Buy
3,876
+1,868
+93% +$457K 0.52% 54
2021
Q2 		$492K Buy
2,008
+361
+22% +$82.5K 0.33% 87
2021
Q1 		$359K Buy
+1,647
New +$366K 0.38% 68

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 $77.5B AUM 28.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Tempus Wealth Planning increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.7% in Q2 2026, buying an estimated $4.22K and bringing the position to 949 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #247.

Tempus Wealth Planning first reported a position in FDN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.01M in Q4 2021. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Tempus Wealth Planning held 949 shares of First Trust Dow Jones Internet Index Fund ETF worth $251K as of Q2 2026.
  • Tempus Wealth Planning bought 16 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $4.22K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #247 holding.
  • Tempus Wealth Planning first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and has held it in 22 quarters since.
  • Tempus Wealth Planning's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.01M in Q4 2021.
  • 583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.