West Branch Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

West Branch Capital’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	$51.4K	Hold	194	–	–	0.01%	139
2026 Q1	$45.4K	Hold	194	–	–	0.01%	139
2025 Q4	$52.2K	Hold	194	–	–	0.01%	139
2025 Q3	$54.3K	Hold	194	–	–	0.01%	139
2025 Q2	$52.3K	Hold	194	–	–	0.02%	141
2025 Q1	$43.1K	Sell	194 -166	-46%	-$40.9K	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%	163
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%	-$63.1K	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	+$158K	0.08%	101

Other funds holding FDN

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

MIA

MeadowBrook Investment Advisors Livonia, Michigan $126M AUM 25.52% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

West Branch Capital's FDN Position: Q2 2026 in Review

West Branch Capital held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 194 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #139.

West Branch Capital first reported a position in FDN in Q2 2021 and has held it in 21 quarters since. The position peaked at $169K in Q2 2021. 132 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

West Branch Capital held 194 shares of First Trust Dow Jones Internet Index Fund ETF worth $51.4K as of Q2 2026.
West Branch Capital left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #139 holding.
West Branch Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $169K in Q2 2021.
132 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.