Financial Partners Group (Kansas)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Financial Partners Group (Kansas)’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
2020 Q1	–	Sell	-9,539	Closed	-$1.4M	–	71
2019 Q4	$1.4M	Sell	9,539 -1,297	-12%	-$175K	0.54%	30
2019 Q3	$1.46M	Sell	10,836 -10,870	-50%	-$1.54M	0.65%	28
2019 Q2	$3.12M	Sell	21,706 -289	-1%	-$41.3K	1.47%	19
2019 Q1	$3.06M	Sell	21,995 -648	-3%	-$86.3K	1.65%	20
2018 Q4	$2.64M	Sell	22,643 -5,467	-19%	-$680K	1.72%	18
2018 Q3	$3.98M	Buy	+28,110	New	+$3.99M	2.59%	14

Other funds holding FDN

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

RJFSA

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Partners Group (Kansas)'s FDN Position: Q1 2020 in Review

Financial Partners Group (Kansas) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2020, closing a stake of 9,539 shares — an estimated $1.4M sold.

Financial Partners Group (Kansas) first reported a position in FDN in Q3 2018 and held it in 6 quarters. The position peaked at $3.98M in Q3 2018. 360 funds tracked by Wall St. Rank hold FDN as of Q1 2020.

Financial Partners Group (Kansas) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2020 after selling out during the quarter.
Financial Partners Group (Kansas) sold 9,539 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2020, an estimated $1.4M.
Financial Partners Group (Kansas) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2018 and held it in 6 quarters.
Financial Partners Group (Kansas)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $3.98M in Q3 2018.
360 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2020, filed 14 May 2020.