Cresset Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cresset Asset 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	$2.74M	Sell	10,348 -414	-4%	-$109K	0.01%	577
2026 Q1	$2.52M	Buy	10,762 +281	+3%	+$70K	0.01%	507
2025 Q4	$2.82M	Sell	10,481 -266	-2%	-$72.9K	0.01%	481
2025 Q3	$3.01M	Buy	10,747 +96	+0.9%	+$26.3K	0.01%	449
2025 Q2	$2.87M	Buy	10,651 +475	+5%	+$114K	0.01%	424
2025 Q1	$2.26M	Buy	10,176 +240	+2%	+$59.2K	0.01%	506
2024 Q4	$2.42M	Sell	9,936 -2,888	-23%	-$675K	0.01%	495
2024 Q3	$2.72M	Buy	12,824 +239	+2%	+$47.9K	0.01%	668
2024 Q2	$2.58M	Buy	12,585 +800	+7%	+$161K	0.01%	616
2024 Q1	$2.42M	Buy	11,785 +1,257	+12%	+$248K	0.01%	559
2023 Q4	$1.96M	Sell	10,528 -12	-0.1%	-$2.01K	0.01%	603
2023 Q3	$1.68M	Buy	10,540 +162	+2%	+$26.9K	0.01%	616
2023 Q2	$1.69M	Buy	10,378 +7,416	+250%	+$1.11M	﹤0.01%	703
2023 Q1	$438K	Buy	2,962 +871	+42%	+$120K	0.01%	519
2022 Q4	$258K	Hold	2,091	–	–	﹤0.01%	572
2022 Q3	$264K	Hold	2,091	–	–	﹤0.01%	711
2022 Q2	$266K	Buy	2,091 +737	+54%	+$110K	﹤0.01%	746
2022 Q1	$254K	Buy	1,354 +448	+49%	+$85.4K	﹤0.01%	833
2021 Q4	$205K	Buy	+906	New	+$215K	﹤0.01%	1041
2020 Q4	–	Sell	-4,560	Closed	-$859K	–	788
2020 Q3	$859K	Hold	4,560	–	–	0.02%	256
2020 Q2	$778K	Sell	4,560 -398	-8%	-$60.7K	0.02%	248
2020 Q1	$613K	Buy	4,958 +905	+22%	+$125K	0.02%	256
2019 Q4	$564K	Sell	4,053 -590	-13%	-$79.6K	0.02%	281
2019 Q3	$625K	Buy	+4,643	New	+$656K	0.02%	234
2019 Q2	–	Sell	-837	Closed	-$116K	–	874
2019 Q1	$116K	Buy	+837	New	+$112K	﹤0.01%	509

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

Cresset Asset Management's FDN Position: Q2 2026 in Review

Cresset Asset Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.8% in Q2 2026, selling an estimated $109K and leaving 10,348 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #577.

Cresset Asset Management first reported a position in FDN in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.01M in Q3 2025. 584 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Cresset Asset Management held 10,348 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.74M as of Q2 2026.
Cresset Asset Management sold 414 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $109K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #577 holding.
Cresset Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 25 quarters since.
Cresset Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.01M in Q3 2025.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.