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First Trust DJ STOX Sel Div 30 IDX shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Trust DJ STOX Sel Div 30 IDX (FDD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Trust DJ STOX Sel Div 30 IDX

Tip: Access up to 7 years of quarterly data

All positions including First Trust DJ STOX Sel Div 30 IDX held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DJ STOX Sel Div 30 IDX by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 750 16.15
2025-06-30 $12k 750 15.54
2025-03-31 $39k 2.9k 13.57
2024-12-31 $16k 1.5k 11.26
2024-09-30 $18k 1.5k 12.46
2024-06-30 $17k 1.5k 11.71
2024-03-31 $17k 1.5k 11.83
2023-12-31 $18k 1.5k 12.07
2023-09-30 $17k 1.5k 10.89
2023-06-30 $17k 1.5k 11.35
2023-03-31 $17k 1.5k 11.67
2022-12-31 $17k 1.5k 11.36
2022-09-30 $13k 1.5k 8.97
2022-06-30 $25k 2.3k 10.79
2022-03-31 $43k 3.3k 13.07
2021-12-31 $47k 3.3k 14.31
2021-09-30 $45k 3.3k 13.72
2021-06-30 $73k 5.0k 14.54
2021-03-31 $72k 5.0k 14.38
2020-12-31 $70k 5.0k 13.98
2020-09-30 $52k 5.3k 9.87
2020-06-30 $53k 5.3k 10.10
2020-03-31 $61k 6.2k 9.76
2019-12-31 $97k 6.9k 13.97
2019-09-30 $78k 6.2k 12.60
2019-06-30 $77k 6.2k 12.44
2019-03-31 $79k 6.2k 12.82
2018-12-31 $73k 6.2k 11.86
2018-09-30 $83k 6.4k 13.06
2018-06-30 $83k 6.4k 13.07
2018-03-31 $49k 3.6k 13.69
2017-12-31 $19k 1.4k 13.57
2017-09-30 $5.0k 400 12.50
2017-06-30 $5.0k 400 12.50
2017-03-31 $4.0k 400 10.00

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Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding First Trust DJ STOX Sel Div 30 IDX

Morgan Stanley
Wells Fargo & Company
Raymond James Financial
UBS Group
Manchester Financial
Ameriprise Financial
Citadel Advisors
Advisor Group Holdings
ODonnell Financial Services
LPL Financial
Intellectus Partners
Jane Street
Atria Investments
Janney Montgomery Scott
IFP Advisors

View all funds holding First Trust DJ STOX Sel Div 30 IDX