BOK Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

BOK Financial’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
2024 Q4	–	Sell	-127	Closed	-$26.8K	–	1358
2024 Q3	$26.8K	Sell	127 -202	-61%	-$40.5K	﹤0.01%	887
2024 Q2	$67.4K	Buy	329 +102	+45%	+$20.5K	﹤0.01%	839
2024 Q1	$46.7K	Hold	227	–	–	﹤0.01%	857
2023 Q4	$42.3K	Hold	227	–	–	﹤0.01%	820
2023 Q3	$34.7K	Hold	227	–	–	﹤0.01%	796
2023 Q2	$37K	Buy	227 +127	+127%	+$19.1K	﹤0.01%	828
2023 Q1	$14.8K	Buy	+100	New	+$13.8K	﹤0.01%	965
2022 Q1	–	Sell	-891	Closed	-$201K	–	987
2021 Q4	$201K	Hold	891	–	–	﹤0.01%	941
2021 Q3	$211K	Buy	+891	New	+$218K	﹤0.01%	903
2021 Q1	$218K	Buy	+999	New	+$222K	﹤0.01%	857
2017 Q4	–	Sell	-377	Closed	-$39K	–	966
2017 Q3	$39K	Buy	+377	New	+$37.4K	﹤0.01%	1000
2016 Q1	–	Sell	-3,560	Closed	-$266K	–	857
2015 Q4	$266K	Hold	3,560	–	–	0.01%	724
2015 Q3	$235K	Hold	3,560	–	–	0.01%	739
2015 Q2	$239K	Buy	+3,560	New	+$239K	0.01%	758

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

BOK Financial's FDN Position: Q4 2024 in Review

BOK Financial sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2024, closing a stake of 127 shares — an estimated $26.8K sold.

BOK Financial first reported a position in FDN in Q2 2015 and held it in 14 quarters. The position peaked at $266K in Q4 2015. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

BOK Financial reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 127 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $26.8K.
BOK Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2015 and held it in 14 quarters.
BOK Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $266K in Q4 2015.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.