Cassaday & Co Wealth Management
FDN icon

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
Q3 		$44.7K Sell
155
-35
-18% -$9.9K ﹤0.01% 650
2026
Q2 		$50.3K Hold
190
– – ﹤0.01% 621
2026
Q1 		$44.5K Buy
+190
New +$47.4K ﹤0.01% 635

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Cambridge Investment Research Advisors
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AssetMark Inc
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Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cassaday & Co Wealth Management's FDN Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 18% in Q3 2026, selling an estimated $9.9K and leaving 155 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Cassaday & Co Wealth Management first reported a position in FDN in Q1 2026 and has held it in 3 quarters since. The position peaked at $50.3K in Q2 2026. 371 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Cassaday & Co Wealth Management held 155 shares of First Trust Dow Jones Internet Index Fund ETF worth $44.7K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 35 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $9.9K.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #650 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 3 quarters since.
  • Cassaday & Co Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $50.3K in Q2 2026.
  • 371 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.