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

Lake Point Wealth 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 Q2	$3K	Buy	25 +24	+2,400%	+$3.59K	﹤0.01%	275
2022 Q1	$0	Hold	1	–	–	﹤0.01%	438
2021 Q4	$0	Hold	1	–	–	﹤0.01%	453
2021 Q3	$0	Hold	1	–	–	﹤0.01%	419
2021 Q2	$0	Buy	+1	New	+$229	﹤0.01%	422
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	316
2019 Q4	$2K	Buy	+11	New	+$1.49K	﹤0.01%	484
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	529
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	527
2018 Q4	$1K	Buy	+12	New	+$1.49K	﹤0.01%	753

Other funds holding FDN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

RJA

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

Lake Point Wealth Management's FDN Position: Q2 2022 in Review

Lake Point Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 2,400% in Q2 2022, buying an estimated $3.59K and bringing the position to 25 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Lake Point Wealth Management first reported a position in FDN in Q4 2018 and has held it in 10 quarters since. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Lake Point Wealth Management held 25 shares of First Trust Dow Jones Internet Index Fund ETF worth $3K as of Q2 2022.
Lake Point Wealth Management bought 24 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $3.59K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #275 holding.
Lake Point Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 10 quarters since.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.