West Branch Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.3K | Hold |
194
| – | – | 0.02% | 141 |
|
2025
Q1 | $43.1K | Sell |
194
-166
| -46% | -$36.9K | 0.01% | 160 |
|
2024
Q4 | $87.5K | Hold |
360
| – | – | 0.03% | 127 |
|
2024
Q3 | $76.3K | Hold |
360
| – | – | 0.03% | 135 |
|
2024
Q2 | $73.8K | Hold |
360
| – | – | 0.03% | 137 |
|
2024
Q1 | $73.8K | Hold |
360
| – | – | 0.03% | 142 |
|
2023
Q4 | $67.2K | Hold |
360
| – | – | 0.03% | 142 |
|
2023
Q3 | $57.5K | Hold |
360
| – | – | 0.03% | 150 |
|
2023
Q2 | $58.7K | Hold |
360
| – | – | 0.03% | 152 |
|
2023
Q1 | $53.2K | Hold |
360
| – | – | 0.03% | 162 |
|
2022
Q4 | $44.3K | Hold |
360
| – | – | 0.03% | 173 |
|
2022
Q3 | $45K | Hold |
360
| – | – | 0.03% | 173 |
|
2022
Q2 | $46K | Hold |
360
| – | – | 0.03% | 175 |
|
2022
Q1 | $68K | Sell |
360
-331
| -48% | -$62.5K | 0.03% | 164 |
|
2021
Q4 | $156K | Hold |
691
| – | – | 0.07% | 108 |
|
2021
Q3 | $163K | Hold |
691
| – | – | 0.08% | 99 |
|
2021
Q2 | $169K | Buy |
+691
| New | +$169K | 0.08% | 101 |
|