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

Heritage 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
2019 Q4	–	Sell	-620	Closed	-$83K	–	716
2019 Q3	$83K	Hold	620	–	–	0.01%	227
2019 Q2	$89.2K	Hold	620	–	–	0.01%	202
2019 Q1	$86.1K	Buy	+620	New	+$82.6K	0.01%	188

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Advisors's FDN Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2019, closing a stake of 620 shares — an estimated $83K sold.

Heritage Wealth Advisors first reported a position in FDN in Q1 2019 and held it in 3 quarters. The position peaked at $89.2K in Q2 2019. 370 funds tracked by Wall St. Rank hold FDN as of Q4 2019.

Heritage Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 620 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2019, an estimated $83K.
Heritage Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and held it in 3 quarters.
Heritage Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $89.2K in Q2 2019.
370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.