Clear Creek Financial Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Clear Creek Financial Management’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	$2.24M	Sell	8,444 -65	-0.8%	-$17.2K	0.14%	154
2026 Q1	$1.99M	Sell	8,509 -66	-0.8%	-$16.5K	0.15%	148
2025 Q4	$2.31M	Sell	8,575 -1	-0%	-$274	0.19%	120
2025 Q3	$2.4M	Buy	8,576 +81	+1%	+$22.2K	0.21%	111
2025 Q2	$2.29M	Buy	8,495 +120	+1%	+$28.9K	0.22%	108
2025 Q1	$1.86M	Sell	8,375 -362	-4%	-$89.2K	0.19%	110
2024 Q4	$2.12M	Buy	8,737 +4,835	+124%	+$1.13M	0.23%	99
2024 Q3	$827K	Sell	3,902 -483	-11%	-$96.9K	0.09%	194
2024 Q2	$899K	Sell	4,385 -414	-9%	-$83.1K	0.11%	172
2024 Q1	$984K	Buy	4,799 +2,228	+87%	+$439K	0.13%	148
2023 Q4	$480K	Sell	2,571 -270	-10%	-$45.1K	0.08%	201
2023 Q3	$453K	Buy	2,841 +2	+0.1%	+$332	0.08%	179
2023 Q2	$463K	Buy	2,839 +5	+0.2%	+$751	0.08%	187
2023 Q1	$419K	Hold	2,834	–	–	0.08%	183
2022 Q4	$349K	Sell	2,834 -96	-3%	-$12.2K	0.08%	190
2022 Q3	$370K	Sell	2,930 -248	-8%	-$34.5K	0.08%	171
2022 Q2	$404K	Buy	3,178 +253	+9%	+$37.8K	0.08%	176
2022 Q1	$550K	Buy	2,925 +523	+22%	+$99.6K	0.09%	176
2021 Q4	$543K	Buy	2,402 +33	+1%	+$7.81K	0.08%	178
2021 Q3	$559K	Sell	2,369 -168	-7%	-$41.1K	0.09%	176
2021 Q2	$621K	Buy	+2,537	New	+$580K	0.1%	164
2021 Q1	–	Sell	-2,931	Closed	-$622K	–	114
2020 Q4	$622K	Buy	+2,931	New	+$593K	0.12%	161
2020 Q3	–	Sell	-3,538	Closed	-$603K	–	133
2020 Q2	$603K	Hold	3,538	–	–	0.16%	99
2020 Q1	$497K	Sell	3,538 -288	-8%	-$39.9K	0.19%	79
2019 Q4	$555K	Buy	3,826 +133	+4%	+$17.9K	0.22%	57
2019 Q3	$488K	Buy	3,693 +246	+7%	+$34.7K	0.24%	57
2019 Q2	$495K	Buy	+3,447	New	+$492K	0.21%	64

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 22.9% 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

Clear Creek Financial Management's FDN Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.76% in Q2 2026, selling an estimated $17.2K and leaving 8,444 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #154.

Clear Creek Financial Management first reported a position in FDN in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.4M in Q3 2025. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Clear Creek Financial Management held 8,444 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.24M as of Q2 2026.
Clear Creek Financial Management sold 65 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $17.2K.
First Trust Dow Jones Internet Index Fund ETF made up 0.14% of Clear Creek Financial Management's portfolio in Q2 2026, its #154 holding.
Clear Creek Financial Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.4M in Q3 2025.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.