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First Trust DJ Internet Index Fund shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 795 279.84
2025-06-30 $214k 795 269.33

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Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding First Trust DJ Internet Index Fund

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
UBS Group
LPL Financial
Millennium Management
Two Sigma Investments
Raymond James Financial
Royal Bank of Canada
Goldman Sachs Group
CI Private Wealth
Envestnet Asset Management
Northeast Financial Consultants
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding First Trust DJ Internet Index Fund