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First Trust DJ Internet Index Fund shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 9.1k 211.83
2024-06-30 $1.9M 9.1k 204.94
2024-03-31 $1.8M 9.0k 205.09
2023-12-31 $1.6M 8.7k 186.55
2023-09-30 $1.3M 8.3k 159.61
2023-06-30 $1.3M 8.1k 162.99
2023-03-31 $1.0M 6.9k 147.85
2022-12-31 $912k 7.4k 123.15
2022-09-30 $787k 6.2k 126.18
2022-06-30 $401k 3.2k 127.02
2022-03-31 $761k 4.0k 187.95
2021-12-31 $824k 3.6k 226.25
2021-09-30 $1.1M 4.5k 235.91
2021-06-30 $923k 3.8k 239.93
2021-03-31 $981k 4.6k 213.73
2020-12-31 $1.4M 6.6k 212.20
2020-09-30 $1.3M 7.0k 188.39
2020-06-30 $1.3M 7.4k 170.45
2020-03-31 $929k 7.5k 123.70
2019-12-31 $1.0M 7.4k 139.06
2019-09-30 $975k 7.2k 134.65
2019-06-30 $1.3M 8.7k 143.80
2019-03-31 $1.5M 11k 138.87
2018-12-31 $2.3M 19k 116.67
2018-09-30 $3.9M 27k 141.54
2018-06-30 $3.8M 27k 137.64
2018-03-31 $3.4M 28k 120.49
2017-12-31 $3.1M 29k 109.88
2017-09-30 $3.2M 31k 102.35
2017-06-30 $3.0M 32k 94.73
2017-03-31 $2.8M 32k 88.04
2016-12-31 $2.7M 34k 79.82
2016-09-30 $2.6M 32k 81.57
2016-06-30 $2.2M 30k 72.11
2016-03-31 $1.8M 27k 68.31
2015-12-31 $890k 12k 74.60
2015-09-30 $325k 4.9k 65.99
2015-06-30 $295k 4.4k 67.09
2015-03-31 $287k 4.4k 64.90
2014-12-31 $642k 10k 61.57

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)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Juncture Wealth Strategies

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