Triumph Capital Management
FDN icon

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

Triumph 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 		$448K Buy
1,551
+22
+1% +$6.22K 0.08% 237
2026
Q2 		$405K Buy
1,529
+63
+4% +$16.6K 0.07% 254
2026
Q1 		$343K Buy
1,466
+402
+38% +$100K 0.07% 247
2025
Q4 		$286K Sell
1,064
-400
-27% -$110K 0.06% 259
2025
Q3 		$410K Buy
1,464
+237
+19% +$64.9K 0.11% 196
2025
Q2 		$330K Buy
+1,227
New +$295K 0.1% 211
2025
Q1 		– Sell
-996
Closed -$242K – 284
2024
Q4 		$242K Sell
996
-48
-5% -$11.2K 0.08% 240
2024
Q3 		$221K Buy
1,044
+60
+6% +$12K 0.08% 245
2024
Q2 		$202K Sell
984
-57
-5% -$11.4K 0.08% 230
2024
Q1 		$214K Sell
1,041
-531
-34% -$105K 0.09% 206
2023
Q4 		$293K Sell
1,572
-50
-3% -$8.36K 0.12% 150
2023
Q3 		$259K Buy
1,622
+176
+12% +$29.2K 0.12% 174
2023
Q2 		$236K Sell
1,446
-98
-6% -$14.7K 0.11% 181
2023
Q1 		$228K Buy
+1,544
New +$213K 0.12% 164
2022
Q4 		– Sell
-3,191
Closed -$403K – 219
2022
Q3 		$403K Buy
+3,191
New +$445K 0.22% 107
2022
Q2 		– Sell
-5,174
Closed -$972K – 211
2022
Q1 		$972K Sell
5,174
-219
-4% -$41.7K 0.42% 57
2021
Q4 		$1.22M Buy
5,393
+472
+10% +$112K 0.53% 46
2021
Q3 		$1.16M Sell
4,921
-202
-4% -$49.4K 0.54% 41
2021
Q2 		$1.25M Buy
+5,123
New +$1.17M 0.73% 27

Other funds holding FDN

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Triumph Capital Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.4% in Q3 2026, buying an estimated $6.22K and bringing the position to 1,551 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #237.

Triumph Capital Management first reported a position in FDN in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q2 2021. 250 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Triumph Capital Management held 1,551 shares of First Trust Dow Jones Internet Index Fund ETF worth $448K as of Q3 2026.
  • Triumph Capital Management bought 22 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $6.22K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.08% of Triumph Capital Management's portfolio in Q3 2026, its #237 holding.
  • Triumph Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.25M in Q2 2021.
  • 250 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.