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

Ebert 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 Q3	$785K	Sell	2,721 -77	-3%	-$21.8K	0.68%	21
2026 Q2	$741K	Sell	2,798 -156	-5%	-$41.2K	0.7%	19
2026 Q1	$691K	Buy	2,954 +799	+37%	+$199K	0.71%	19
2025 Q4	$562K	Buy	+2,155	New	+$591K	0.54%	20

Other funds holding FDN

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ebert Capital Management's FDN Position: Q3 2026 in Review

Ebert Capital Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2.8% in Q3 2026, selling an estimated $21.8K and leaving 2,721 shares worth $785K. The position accounts for 0.68% of the portfolio, ranked #21.

Ebert Capital Management first reported a position in FDN in Q4 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Ebert Capital Management held 2,721 shares of First Trust Dow Jones Internet Index Fund ETF worth $785K as of Q3 2026.
Ebert Capital Management sold 77 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $21.8K.
First Trust Dow Jones Internet Index Fund ETF made up 0.68% of Ebert Capital Management's portfolio in Q3 2026, its #21 holding.
Ebert Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.