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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Heritage Wealth Advisors's FDN Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2026: 185 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in FDN as recently as Q3 2019.

Heritage Wealth Advisors first reported a position in FDN in Q1 2019 and has held it in 4 quarters since. The position peaked at $89.2K in Q2 2019. 586 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Heritage Wealth Advisors held 185 shares of First Trust Dow Jones Internet Index Fund ETF worth $49K as of Q2 2026.
First Trust Dow Jones Internet Index Fund ETF was a new Heritage Wealth Advisors position in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #336 holding.
Heritage Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and has held it in 4 quarters since.
Heritage Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $89.2K in Q2 2019.
586 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.