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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sherman Wealth Management's FDN Position: Q2 2026 in Review

Sherman Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 7.2% in Q2 2026, selling an estimated $43.3K and leaving 2,102 shares worth $556K. The position accounts for 0.42% of the portfolio, ranked #47.

Sherman Wealth Management first reported a position in FDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $656K in Q4 2025. 397 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Sherman Wealth Management held 2,102 shares of First Trust Dow Jones Internet Index Fund ETF worth $556K as of Q2 2026.
  • Sherman Wealth Management sold 164 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $43.3K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.42% of Sherman Wealth Management's portfolio in Q2 2026, its #47 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 3 quarters since.
  • Sherman Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $656K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.