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

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

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. 586 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.
586 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.