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

Kings Point 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
2022 Q1	–	Sell	-45	Closed	-$10K	–	600
2021 Q4	$10K	Buy	+45	New	+$10.7K	﹤0.01%	631
2021 Q2	–	Sell	-351	Closed	-$77K	–	553
2021 Q1	$77K	Hold	351	–	–	0.01%	294
2020 Q4	$74K	Hold	351	–	–	0.01%	276
2020 Q3	$66K	Buy	+351	New	+$64.8K	0.01%	282

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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kings Point Capital Management's FDN Position: Q1 2022 in Review

Kings Point Capital Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 45 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in FDN in Q3 2020 and held it in 4 quarters. The position peaked at $77K in Q1 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Kings Point Capital Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 45 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $10K.
Kings Point Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 4 quarters.
Kings Point Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $77K in Q1 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.