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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
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

Citigroup
Citigroup New York $157B AUM 32.99% 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $152B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return