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First Trust Amex Biotech Index Fnd shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of First Trust Amex Biotech Index Fnd (FBT) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in First Trust Amex Biotech Index Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Amex Biotech Index Fnd held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Amex Biotech Index Fnd by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 10k 153.77
2023-12-31 $1.5M 9.3k 158.06
2023-09-30 $1.2M 8.5k 146.35
2023-06-30 $1.2M 8.1k 153.14
2023-03-31 $1.0M 6.5k 155.03
2022-12-31 $988k 6.4k 154.13
2022-09-30 $842k 6.4k 131.95
2022-06-30 $737k 5.4k 135.48
2022-03-31 $858k 5.8k 149.06
2021-12-31 $786k 4.9k 161.96
2021-09-30 $971k 5.8k 166.07
2021-06-30 $863k 5.0k 172.81
2021-03-31 $877k 5.6k 156.97
2020-12-31 $1.2M 6.9k 167.94
2020-09-30 $1.1M 7.1k 157.28
2020-06-30 $1.2M 7.2k 167.75
2020-03-31 $956k 7.3k 131.12
2019-12-31 $1.1M 7.4k 148.68
2019-09-30 $902k 7.3k 123.73
2019-06-30 $1.2M 8.4k 140.84
2019-03-31 $1.4M 9.6k 150.85
2018-12-31 $2.0M 16k 124.21
2018-09-30 $3.3M 21k 158.48
2018-06-30 $2.8M 20k 140.00
2018-03-31 $2.7M 20k 132.89
2017-12-31 $2.5M 20k 124.57
2017-09-30 $2.3M 19k 123.94
2017-06-30 $2.3M 20k 114.04
2017-03-31 $2.1M 20k 105.32
2016-12-31 $1.7M 19k 90.88
2016-09-30 $1.9M 19k 99.70
2016-06-30 $1.7M 19k 89.44
2016-03-31 $1.7M 19k 87.54
2015-12-31 $1.1M 9.6k 113.03
2015-09-30 $535k 5.3k 101.33
2015-06-30 $557k 4.5k 124.08
2015-03-31 $524k 4.4k 118.20
2014-12-31 $1.0M 10k 103.06

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding First Trust Amex Biotech Index Fnd

Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Berger Financial Group
Raymond James Financial Services Advisors
Raymond James & Associates
Advisor Group Holdings
Commonwealth Equity Services
Ameritas Advisory Services
Great Valley Advisor Group
Gts Securities
Branch Banking & Trust Company
D.A. Davidson & Co.
Stifel Financial

View all funds holding First Trust Amex Biotech Index Fnd