Sherman Wealth Management
FDN icon

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

Sherman 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 		$492K Sell
1,705
-397
-19% -$112K 0.35% 51
2026
Q2 		$556K Sell
2,102
-164
-7% -$43.3K 0.42% 47
2026
Q1 		$530K Sell
2,266
-171
-7% -$42.6K 0.46% 47
2025
Q4 		$656K Buy
+2,437
New +$668K 0.57% 45

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sherman Wealth Management's FDN Position: Q3 2026 in Review

Sherman Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 19% in Q3 2026, selling an estimated $112K and leaving 1,705 shares worth $492K. The position accounts for 0.35% of the portfolio, ranked #51.

Sherman Wealth Management first reported a position in FDN in Q4 2025 and has held it in 4 quarters since. The position peaked at $656K in Q4 2025. 532 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

  • Sherman Wealth Management held 1,705 shares of First Trust Dow Jones Internet Index Fund ETF worth $492K as of Q3 2026.
  • Sherman Wealth Management sold 397 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $112K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.35% of Sherman Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Sherman Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherman Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $656K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.