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Heartwood Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-200
Closed -$56K – 349
2025
Q3 		$56K Buy
+200
New +$54.8K 0.01% 297

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Heartwood Wealth Advisors's FDN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2025, closing a stake of 200 shares — an estimated $56K sold.

Heartwood Wealth Advisors first reported a position in FDN in Q3 2025 and held it in 1 quarter. The position peaked at $56K in Q3 2025. 604 funds tracked by Wall St. Rank hold FDN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 200 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2025, an estimated $56K.
  • Heartwood Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $56K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.