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Cassaday & Co Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cassaday & Co Wealth 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
Q2 		$50.3K Hold
190
– – ﹤0.01% 621
2026
Q1 		$44.5K Buy
+190
New +$47.4K ﹤0.01% 635

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cassaday & Co Wealth Management's FDN Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 190 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Cassaday & Co Wealth Management first reported a position in FDN in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Cassaday & Co Wealth Management held 190 shares of First Trust Dow Jones Internet Index Fund ETF worth $50.3K as of Q2 2026.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Cassaday & Co Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.