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

Smith Salley 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	$265K	Hold	1,000	–	–	0.01%	245
2026 Q1	$234K	Hold	1,000	–	–	0.01%	246
2025 Q4	$269K	Hold	1,000	–	–	0.01%	235
2025 Q3	$280K	Hold	1,000	–	–	0.01%	233
2025 Q2	$269K	Buy	+1,000	New	+$240K	0.02%	227

Other funds holding FDN

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Smith Salley Wealth Management's FDN Position: Q2 2026 in Review

Smith Salley Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 1,000 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #245.

Smith Salley Wealth Management first reported a position in FDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q3 2025. 199 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Smith Salley Wealth Management held 1,000 shares of First Trust Dow Jones Internet Index Fund ETF worth $265K as of Q2 2026.
Smith Salley 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 Smith Salley Wealth Management's portfolio in Q2 2026, its #245 holding.
Smith Salley Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2025 and has held it in 5 quarters since.
Smith Salley Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $280K in Q3 2025.
199 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.