Karp Capital Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Karp Capital Management’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
2019 Q1	–	Sell	-1,020	Closed	-$119K	–	202
2018 Q4	$119K	Buy	+1,020	New	+$127K	0.06%	103
2018 Q3	–	Sell	-32,050	Closed	-$4.41M	–	118
2018 Q2	$4.41M	Buy	32,050 +915	+3%	+$120K	1.74%	18
2018 Q1	$3.75M	Buy	31,135 +595	+2%	+$72.1K	1.51%	20
2017 Q4	$3.36M	Buy	30,540 +2,450	+9%	+$263K	1.42%	22
2017 Q3	$2.88M	Sell	28,090 -1,555	-5%	-$154K	1.34%	27
2017 Q2	$2.81M	Buy	29,645 +1,080	+4%	+$100K	1.39%	26
2017 Q1	$2.52M	Buy	28,565 +2,110	+8%	+$182K	1.42%	29
2016 Q4	$2.11M	Buy	26,455 +7,515	+40%	+$606K	1.39%	35
2016 Q3	$1.54M	Buy	+18,940	New	+$1.48M	0.99%	47

Other funds holding FDN

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Karp Capital Management's FDN Position: Q1 2019 in Review

Karp Capital Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2019, closing a stake of 1,020 shares — an estimated $119K sold.

Karp Capital Management first reported a position in FDN in Q3 2016 and held it in 9 quarters. The position peaked at $4.41M in Q2 2018. 350 funds tracked by Wall St. Rank hold FDN as of Q1 2019.

Karp Capital Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 1,020 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2019, an estimated $119K.
Karp Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2016 and held it in 9 quarters.
Karp Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $4.41M in Q2 2018.
350 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.