Cerity Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cerity Partners’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	$1.74M	Sell	6,573 -8,421	-56%	-$2.22M	﹤0.01%	1667
2026 Q1	$3.51M	Sell	14,994 -5,009	-25%	-$1.25M	0.01%	1177
2025 Q4	$5.38M	Sell	20,003 -1,317	-6%	-$361K	0.01%	889
2025 Q3	$5.97M	Buy	+21,320	New	+$5.84M	0.01%	777
2025 Q2	–	Sell	-5,595	Closed	-$1.24M	–	2678
2025 Q1	$1.24M	Sell	5,595 -380	-6%	-$93.7K	﹤0.01%	1329
2024 Q4	$1.45M	Buy	5,975 +2	+0%	+$467	﹤0.01%	1248
2024 Q3	$1.27M	Buy	5,973 +1,282	+27%	+$257K	﹤0.01%	1301
2024 Q2	$961K	Buy	4,691 +147	+3%	+$29.5K	﹤0.01%	1250
2024 Q1	$932K	Sell	4,544 -74	-2%	-$14.6K	﹤0.01%	1310
2023 Q4	$861K	Sell	4,618 -136	-3%	-$22.7K	﹤0.01%	1044
2023 Q3	$759K	Buy	+4,754	New	+$790K	﹤0.01%	832

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

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 $78.6B AUM 28.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners's FDN Position: Q2 2026 in Review

Cerity Partners reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 56% in Q2 2026, selling an estimated $2.22M and leaving 6,573 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Cerity Partners first reported a position in FDN in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.97M in Q3 2025. 563 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Cerity Partners held 6,573 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.74M as of Q2 2026.
Cerity Partners sold 8,421 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $2.22M.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1667 holding.
Cerity Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2023 and has held it in 11 quarters since.
Cerity Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $5.97M in Q3 2025.
563 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.