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First Trust DJ Internet Index Fund shares owned by Iams Wealth Management

Quarter-by-quarter ownership of First Trust DJ Internet Index Fund (FDN) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in First Trust DJ Internet Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust DJ Internet Index Fund held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DJ Internet Index Fund by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 11k 211.83
2024-06-30 $2.0M 9.6k 204.94
2024-03-31 $2.5M 12k 201.01
2023-12-31 $1.4M 7.7k 186.55
2023-09-30 $1.0M 6.5k 159.61
2023-06-30 $2.2M 14k 161.27
2023-03-31 $945k 6.6k 143.98
2022-12-31 $329k 2.7k 123.15

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding First Trust DJ Internet Index Fund

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
International Assets Investment Management
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
Raymond James & Associates
Branch Banking & Trust Company
Northeast Financial Consultants
Fisher Investments
Commonwealth Equity Services
Susquehanna International

View all funds holding First Trust DJ Internet Index Fund