Fulcrum Equity Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Fulcrum Equity 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
2025 Q2	–	Sell	-3,961	Closed	-$880K	–	110
2025 Q1	$880K	Sell	3,961 -1,209	-23%	-$298K	0.96%	31
2024 Q4	$1.26M	Buy	+5,170	New	+$1.21M	1.24%	20
2020 Q3	–	Sell	-2,830	Closed	-$483K	–	150
2020 Q2	$483K	Buy	+2,830	New	+$432K	0.23%	79
2019 Q4	–	Sell	-179	Closed	-$24K	–	127
2019 Q3	$24K	Buy	+179	New	+$25.3K	0.01%	114

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fulcrum Equity Management's FDN Position: Q2 2025 in Review

Fulcrum Equity Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2025, closing a stake of 3,961 shares — an estimated $880K sold.

Fulcrum Equity Management first reported a position in FDN in Q3 2019 and held it in 4 quarters. The position peaked at $1.26M in Q4 2024. 588 funds tracked by Wall St. Rank hold FDN as of Q2 2025.

Fulcrum Equity Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 3,961 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2025, an estimated $880K.
Fulcrum Equity Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and held it in 4 quarters.
Fulcrum Equity Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.26M in Q4 2024.
588 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.