Caldwell Sutter Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Caldwell Sutter Capital’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	$15.9K	Hold	60	–	–	0.01%	559
2026 Q1	$14K	Hold	60	–	–	0.01%	525
2025 Q4	$16.2K	Hold	60	–	–	0.01%	498
2025 Q3	$16.8K	Hold	60	–	–	0.01%	495
2025 Q2	$16.2K	Hold	60	–	–	0.01%	489
2025 Q1	$13.3K	Hold	60	–	–	0.01%	508
2024 Q4	$14.6K	Sell	60 -60	-50%	-$14K	0.01%	512
2024 Q3	$25.4K	Hold	120	–	–	0.01%	451
2024 Q2	$24.6K	Hold	120	–	–	0.01%	456
2024 Q1	$24.6K	Hold	120	–	–	0.01%	445
2023 Q4	$22.4K	Hold	120	–	–	0.01%	449
2023 Q3	$19.2K	Hold	120	–	–	0.01%	449
2023 Q2	$19.6K	Buy	+120	New	+$18K	0.01%	445

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Caldwell Sutter Capital's FDN Position: Q2 2026 in Review

Caldwell Sutter Capital held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 60 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #559.

Caldwell Sutter Capital first reported a position in FDN in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.4K in Q3 2024. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Caldwell Sutter Capital held 60 shares of First Trust Dow Jones Internet Index Fund ETF worth $15.9K as of Q2 2026.
Caldwell Sutter Capital left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #559 holding.
Caldwell Sutter Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $25.4K in Q3 2024.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.