Keel Point’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Keel Point’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
2021 Q1	–	Sell	-1,338	Closed	-$284K	–	293
2020 Q4	$284K	Hold	1,338	–	–	0.03%	198
2020 Q3	$252K	Hold	1,338	–	–	0.02%	186
2020 Q2	$228K	Buy	+1,338	New	+$204K	0.02%	176

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJFSA

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

RJA

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

JMPWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keel Point's FDN Position: Q1 2021 in Review

Keel Point sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021, closing a stake of 1,338 shares — an estimated $284K sold.

Keel Point first reported a position in FDN in Q2 2020 and held it in 3 quarters. The position peaked at $284K in Q4 2020. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

Keel Point reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2021 after selling out during the quarter.
Keel Point sold 1,338 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2021, an estimated $284K.
Keel Point first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 3 quarters.
Keel Point's First Trust Dow Jones Internet Index Fund ETF position peaked at $284K in Q4 2020.
485 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2021.

Based on Keel Point's 13F filing for Q1 2021, filed 17 May 2021.