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
2026 Q3	–	Sell	-185	Closed	-$49K	–	354
2026 Q2	$49K	Buy	+185	New	+$48.8K	﹤0.01%	336
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heritage Wealth Advisors's FDN Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2026, closing a stake of 185 shares — an estimated $49K sold.

Heritage Wealth Advisors first reported a position in FDN in Q1 2019 and held it in 4 quarters. The position peaked at $89.2K in Q2 2019. 371 funds tracked by Wall St. Rank hold FDN as of Q3 2026.

Heritage Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 185 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2026, an estimated $49K.
Heritage Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and held it in 4 quarters.
Heritage Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $89.2K in Q2 2019.
371 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.