CI
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CX Institutional’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

CX Institutional’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 		$295K Sell
1,115
-375
-25% -$99K 0.01% 636
2026
Q1 		$349K Hold
1,490
– – 0.01% 559
2025
Q4 		$401K Sell
1,490
-110
-7% -$30.2K 0.01% 479
2025
Q3 		$448K Buy
1,600
+1,380
+627% +$378K 0.01% 462
2025
Q2 		$59K Hold
220
– – ﹤0.01% 834
2025
Q1 		$49K Buy
+220
New +$54.2K ﹤0.01% 838
2022
Q3 		– Sell
-14,740
Closed -$1.87M – 698
2022
Q2 		$1.87M Buy
+14,740
New +$2.2M 0.14% 179
2021
Q4 		– Sell
-163
Closed -$38K – 534
2021
Q3 		$38K Hold
163
– – ﹤0.01% 629
2021
Q2 		$40K Buy
+163
New +$37.3K ﹤0.01% 602
2020
Q4 		– Sell
-163
Closed -$31K – 869
2020
Q3 		$31K Hold
163
– – ﹤0.01% 460
2020
Q2 		$28K Hold
163
– – ﹤0.01% 392
2020
Q1 		$20K Buy
+163
New +$22.6K ﹤0.01% 380
2019
Q3 		– Sell
-163
Closed -$23K – 841
2019
Q2 		$23K Sell
163
-144
-47% -$20.6K ﹤0.01% 390
2019
Q1 		$43K Buy
+307
New +$40.9K 0.01% 335

Other funds holding FDN

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
MIA
MeadowBrook Investment Advisors Livonia, Michigan $126M AUM 25.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CX Institutional's FDN Position: Q2 2026 in Review

CX Institutional reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 25% in Q2 2026, selling an estimated $99K and leaving 1,115 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #636.

CX Institutional first reported a position in FDN in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.87M in Q2 2022. 108 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • CX Institutional held 1,115 shares of First Trust Dow Jones Internet Index Fund ETF worth $295K as of Q2 2026.
  • CX Institutional sold 375 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $99K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #636 holding.
  • CX Institutional first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 14 quarters since.
  • CX Institutional's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.87M in Q2 2022.
  • 108 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.