WealthBridge Capital Management
FDN icon

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

WealthBridge 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 		$2.95M Sell
10,232
-473
-4% -$134K 0.57% 39
2026
Q2 		$2.83M Sell
10,705
-2,470
-19% -$652K 0.56% 38
2026
Q1 		$3.08M Sell
13,175
-229
-2% -$57.1K 0.71% 29
2025
Q4 		$3.61M Buy
13,404
+5
+0% +$1.37K 0.82% 28
2025
Q3 		$3.75M Sell
13,399
-171
-1% -$46.9K 0.88% 27
2025
Q2 		$3.65M Buy
13,570
+57
+0.4% +$13.7K 0.93% 24
2025
Q1 		$3M Sell
13,513
-348
-3% -$85.8K 0.85% 27
2024
Q4 		$3.37M Sell
13,861
-13
-0.1% -$3.04K 0.94% 24
2024
Q3 		$2.94M Sell
13,874
-167
-1% -$33.5K 0.84% 26
2024
Q2 		$2.88M Sell
14,041
-300
-2% -$60.2K 0.95% 24
2024
Q1 		$2.94M Buy
14,341
+17
+0.1% +$3.35K 0.99% 23
2023
Q4 		$2.67M Sell
14,324
-50
-0.3% -$8.36K 1% 23
2023
Q3 		$2.29M Sell
14,374
-388
-3% -$64.5K 0.95% 23
2023
Q2 		$2.41M Sell
14,762
-151
-1% -$22.7K 0.96% 24
2023
Q1 		$2.2M Sell
14,913
-597
-4% -$82.4K 0.88% 27
2022
Q4 		$1.91M Sell
15,510
-4,115
-21% -$523K 0.8% 29
2022
Q3 		$2.49M Hold
19,625
– – 1.06% 22
2022
Q2 		$2.49M Sell
19,625
-2,839
-13% -$424K 1.06% 22
2022
Q1 		$4.22M Sell
22,464
-2,655
-11% -$506K 1.58% 13
2021
Q4 		$5.68M Sell
25,119
-3,905
-13% -$925K 2.12% 9
2021
Q3 		$6.85M Sell
29,024
-609
-2% -$149K 2.56% 9
2021
Q2 		$7.26M Sell
29,633
-625
-2% -$143K 2.64% 10
2021
Q1 		$6.6M Sell
30,258
-1,395
-4% -$310K 2.69% 9
2020
Q4 		$6.72M Sell
31,653
-2,868
-8% -$580K 2.94% 8
2020
Q3 		$6.5M Sell
34,521
-1,049
-3% -$194K 3.33% 8
2020
Q2 		$6.06M Buy
35,570
+293
+0.8% +$44.7K 3.44% 8
2020
Q1 		$4.36M Buy
35,277
+494
+1% +$68.5K 3.03% 8
2019
Q4 		$4.84M Sell
34,783
-626
-2% -$84.5K 3.13% 7
2019
Q3 		$4.77M Buy
35,409
+5,421
+18% +$766K 3.43% 6
2019
Q2 		$3.5M Sell
29,988
-2,046
-6% -$292K 3.19% 5
2019
Q1 		$4.6M Buy
32,034
+2,046
+7% +$273K 2.92% 5
2018
Q4 		$3.5M Buy
+29,988
New +$3.73M 2.66% 5

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SEP
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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
Somerset Trust
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

WealthBridge Capital Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 4.4% in Q3 2026, selling an estimated $134K and leaving 10,232 shares worth $2.95M. The position accounts for 0.57% of the portfolio, ranked #39.

WealthBridge Capital Management first reported a position in FDN in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.26M in Q2 2021. 168 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • WealthBridge Capital Management held 10,232 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.95M as of Q3 2026.
  • WealthBridge Capital Management sold 473 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $134K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.57% of WealthBridge Capital Management's portfolio in Q3 2026, its #39 holding.
  • WealthBridge Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 32 quarters since.
  • WealthBridge Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $7.26M in Q2 2021.
  • 168 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.