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Jacobi Capital Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Jacobi Capital 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 		$831K Buy
+3,140
New +$829K 0.04% 362

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Jacobi Capital Management's FDN Position: Q2 2026 in Review

Jacobi Capital Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026, closing a stake of 3,140 shares — an estimated $829K sold.

Jacobi Capital Management first reported a position in FDN in Q3 2017 and held it in 34 quarters. The position peaked at $886K in Q2 2021. 273 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Jacobi Capital Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Jacobi Capital Management sold 3,140 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $829K.
  • Jacobi Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2017 and held it in 34 quarters.
  • Jacobi Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $886K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.