Whipplewood Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Whipplewood Advisors’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	–	Sell	-150	Closed	-$35.1K	–	802
2026 Q1	$35.1K	Hold	150	–	–	0.02%	312
2025 Q4	$40.4K	Hold	150	–	–	0.03%	215
2025 Q3	$42K	Hold	150	–	–	0.03%	209
2025 Q2	$40.4K	Sell	150 -28,602	-99%	-$6.88M	0.02%	357
2025 Q1	$33.3K	Buy	28,752 +28,602	+19,068%	+$7.05M	0.02%	373
2024 Q4	$36.5K	Buy	+150	New	+$35.1K	0.02%	357

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Whipplewood Advisors's FDN Position: Q2 2026 in Review

Whipplewood Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 150 shares — an estimated $35.1K sold.

Whipplewood Advisors first reported a position in FDN in Q4 2024 and held it in 6 quarters. The position peaked at $42K in Q3 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Whipplewood Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 150 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $35.1K.
Whipplewood Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $42K in Q3 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.