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Cornerstone Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cornerstone Wealth 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 		$1.18M Sell
4,465
-215
-5% -$56.8K 0.05% 309
2026
Q1 		$1.1M Sell
4,680
-212
-4% -$52.8K 0.05% 299
2025
Q4 		$1.32M Sell
4,892
-48
-1% -$13.2K 0.07% 240
2025
Q3 		$1.38M Buy
4,940
+22
+0.4% +$6.03K 0.08% 220
2025
Q2 		$1.32M Buy
4,918
+324
+7% +$77.9K 0.08% 210
2025
Q1 		$1.02M Sell
4,594
-739
-14% -$182K 0.07% 236
2024
Q4 		$1.3M Sell
5,333
-208
-4% -$48.6K 0.09% 188
2024
Q3 		$1.17M Sell
5,541
-628
-10% -$126K 0.08% 190
2024
Q2 		$1.26M Sell
6,169
-481
-7% -$96.6K 0.1% 171
2024
Q1 		$1.36M Sell
6,650
-196
-3% -$38.7K 0.11% 164
2023
Q4 		$1.28M Sell
6,846
-256
-4% -$42.8K 0.11% 162
2023
Q3 		$1.13M Sell
7,102
-429
-6% -$71.3K 0.11% 167
2023
Q2 		$1.23M Sell
7,531
-69
-0.9% -$10.4K 0.11% 157
2023
Q1 		$1.12M Buy
+7,600
New +$1.05M 0.11% 158
2022
Q3 		$1.05M Sell
8,331
-333
-4% -$46.4K 0.12% 154
2022
Q2 		$1.1M Sell
8,664
-601
-6% -$89.8K 0.12% 151
2022
Q1 		$1.74M Sell
9,265
-442
-5% -$84.2K 0.17% 122
2021
Q4 		$2.2M Sell
9,707
-14
-0.1% -$3.31K 0.21% 113
2021
Q3 		$2.29M Sell
9,721
-1,562
-14% -$382K 0.24% 97
2021
Q2 		$2.76M Buy
11,283
+1,346
+14% +$308K 0.29% 78
2021
Q1 		$2.17M Sell
9,937
-7,747
-44% -$1.72M 0.26% 85
2020
Q4 		$3.75M Sell
17,684
-189
-1% -$38.2K 0.47% 43
2020
Q3 		$3.37M Buy
17,873
+144
+0.8% +$26.6K 0.5% 39
2020
Q2 		$3.02M Buy
17,729
+11,476
+184% +$1.75M 0.49% 38
2020
Q1 		$774K Sell
6,253
-16
-0.3% -$2.22K 0.15% 137
2019
Q4 		$872K Buy
6,269
+709
+13% +$95.7K 0.14% 141
2019
Q3 		$749K Buy
5,560
+262
+5% +$37K 0.13% 154
2019
Q2 		$764K Buy
5,298
+59
+1% +$8.42K 0.14% 155
2019
Q1 		$1.18M Sell
5,239
-212
-4% -$28.2K 0.14% 167
2018
Q4 		$639K Buy
+5,451
New +$678K 0.14% 156
2018
Q1 		$615K Buy
5,215
+1,306
+33% +$158K 0.12% 173
2017
Q4 		$445K Sell
3,909
-200
-5% -$21.5K 0.08% 236
2017
Q3 		$428K Buy
4,109
+508
+14% +$50.4K 0.09% 227
2017
Q2 		$347K Buy
+3,601
New +$334K 0.08% 244

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Management's FDN Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.6% in Q2 2026, selling an estimated $56.8K and leaving 4,465 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #309.

Cornerstone Wealth Management first reported a position in FDN in Q2 2017 and has held it in 34 quarters since. The position peaked at $3.75M in Q4 2020. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Cornerstone Wealth Management held 4,465 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.18M as of Q2 2026.
  • Cornerstone Wealth Management sold 215 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $56.8K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2017 and has held it in 34 quarters since.
  • Cornerstone Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.75M in Q4 2020.
  • 588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.