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

Tower Trust’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
2014 Q1	$357K	Buy	6,046 +115	+2%	+$7.08K	0.23%	107
2013 Q4	$355K	Buy	5,931 +1,293	+28%	+$72K	0.21%	105
2013 Q3	$249K	Buy	+4,638	New	+$233K	0.17%	136

Other funds holding FDN

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Tower Trust's FDN Position: Q1 2014 in Review

Tower Trust increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.9% in Q1 2014, buying an estimated $7.08K and bringing the position to 6,046 shares worth $357K. The position accounts for 0.23% of the portfolio, ranked #107.

Tower Trust first reported a position in FDN in Q3 2013 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold FDN as of Q1 2014.

Tower Trust held 6,046 shares of First Trust Dow Jones Internet Index Fund ETF worth $357K as of Q1 2014.
Tower Trust bought 115 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2014, an estimated $7.08K.
First Trust Dow Jones Internet Index Fund ETF made up 0.23% of Tower Trust's portfolio in Q1 2014, its #107 holding.
Tower Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2013 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.