Heritage Wealth Management (Arizona)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$175K	Buy	1,420 +520	+58%	+$66.1K	0.03%	346
2022 Q3	$114K	Buy	900 +67	+8%	+$9.33K	0.04%	311
2022 Q2	$106K	Sell	833 -176	-17%	-$26.3K	0.04%	324
2022 Q1	$189K	Buy	+1,009	New	+$192K	0.05%	279
2021 Q3	$255K	Sell	1,080 -43	-4%	-$10.5K	0.09%	175
2021 Q2	$275K	Sell	1,123 -66	-6%	-$15.1K	0.1%	169
2021 Q1	$259K	Buy	+1,189	New	+$264K	0.15%	121

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

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

Heritage Wealth Management (Arizona)'s FDN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 58% in Q4 2022, buying an estimated $66.1K and bringing the position to 1,420 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #346.

Heritage Wealth Management (Arizona) first reported a position in FDN in Q1 2021 and has held it in 7 quarters since. The position peaked at $275K in Q2 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,420 shares of First Trust Dow Jones Internet Index Fund ETF worth $175K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 520 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $66.1K.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #346 holding.
Heritage Wealth Management (Arizona) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $275K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.