Consolidated Capital Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Consolidated Capital 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	$417K	Hold	1,576	–	–	0.11%	47
2026 Q1	$369K	Buy	+1,576	New	+$393K	0.12%	48
2022 Q3	–	Sell	-5,894	Closed	-$749K	–	59
2022 Q2	$749K	Buy	+5,894	New	+$881K	0.45%	40

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

Consolidated Capital Management's FDN Position: Q2 2026 in Review

Consolidated Capital Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,576 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #47.

Consolidated Capital Management first reported a position in FDN in Q2 2022 and has held it in 3 quarters since. The position peaked at $749K in Q2 2022. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Consolidated Capital Management held 1,576 shares of First Trust Dow Jones Internet Index Fund ETF worth $417K as of Q2 2026.
Consolidated Capital Management 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 0.11% of Consolidated Capital Management's portfolio in Q2 2026, its #47 holding.
Consolidated Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and has held it in 3 quarters since.
Consolidated Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $749K in Q2 2022.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.