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Juncture Wealth Strategies’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Juncture Wealth Strategies’s Portfolio FDN Stock Details FDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Buy
8,565
+630
+8% +$166K 0.59% 40
2026
Q1 		$1.86M Buy
7,935
+24
+0.3% +$5.98K 0.62% 29
2025
Q4 		$2.13M Sell
7,911
-331
-4% -$90.7K 0.7% 24
2025
Q3 		$2.31M Sell
8,242
-578
-7% -$158K 0.77% 24
2025
Q2 		$2.38M Sell
8,820
-607
-6% -$146K 0.84% 21
2025
Q1 		$2.09M Sell
9,427
-53
-0.6% -$13.1K 0.81% 23
2024
Q4 		$2.31M Buy
9,480
+351
+4% +$82K 0.86% 19
2024
Q3 		$1.93M Buy
9,129
+31
+0.3% +$6.22K 0.75% 21
2024
Q2 		$1.86M Buy
9,098
+97
+1% +$19.5K 0.78% 22
2024
Q1 		$1.85M Buy
9,001
+338
+4% +$66.7K 0.79% 23
2023
Q4 		$1.62M Buy
8,663
+382
+5% +$63.9K 0.73% 28
2023
Q3 		$1.32M Buy
8,281
+139
+2% +$23.1K 0.65% 34
2023
Q2 		$1.33M Buy
8,142
+1,228
+18% +$184K 0.62% 32
2023
Q1 		$1.02M Sell
6,914
-493
-7% -$68.1K 0.5% 35
2022
Q4 		$912K Buy
7,407
+1,170
+19% +$149K 0.43% 43
2022
Q3 		$787K Buy
6,237
+3,080
+98% +$429K 0.39% 50
2022
Q2 		$401K Sell
3,157
-892
-22% -$133K 0.2% 81
2022
Q1 		$761K Buy
4,049
+407
+11% +$77.5K 0.36% 53
2021
Q4 		$824K Sell
3,642
-813
-18% -$192K 0.39% 54
2021
Q3 		$1.05M Buy
4,455
+608
+16% +$149K 0.55% 37
2021
Q2 		$923K Sell
3,847
-743
-16% -$170K 0.53% 42
2021
Q1 		$981K Sell
4,590
-2,017
-31% -$449K 0.62% 36
2020
Q4 		$1.4M Sell
6,607
-389
-6% -$78.7K 0.89% 23
2020
Q3 		$1.32M Sell
6,996
-443
-6% -$81.8K 0.91% 22
2020
Q2 		$1.27M Sell
7,439
-71
-0.9% -$10.8K 0.96% 21
2020
Q1 		$929K Buy
7,510
+132
+2% +$18.3K 0.86% 28
2019
Q4 		$1.03M Buy
7,378
+137
+2% +$18.5K 0.8% 36
2019
Q3 		$975K Sell
7,241
-1,507
-17% -$213K 0.86% 33
2019
Q2 		$1.26M Sell
8,748
-2,039
-19% -$291K 1.01% 30
2019
Q1 		$1.5M Sell
10,787
-8,644
-44% -$1.15M 1.16% 23
2018
Q4 		$2.27M Sell
19,431
-7,834
-29% -$974K 1.53% 17
2018
Q3 		$3.86M Sell
27,265
-118
-0.4% -$16.7K 2.02% 16
2018
Q2 		$3.77M Sell
27,383
-1,002
-4% -$131K 2.02% 14
2018
Q1 		$3.42M Sell
28,385
-218
-0.8% -$26.4K 1.91% 14
2017
Q4 		$3.14M Sell
28,603
-2,369
-8% -$255K 1.77% 16
2017
Q3 		$3.17M Sell
30,972
-1,088
-3% -$108K 1.78% 16
2017
Q2 		$3.04M Buy
32,060
+394
+1% +$36.6K 1.74% 20
2017
Q1 		$2.79M Sell
31,666
-1,899
-6% -$164K 1.71% 21
2016
Q4 		$2.68M Buy
33,565
+1,162
+4% +$93.7K 1.85% 20
2016
Q3 		$2.64M Buy
32,403
+2,048
+7% +$160K 1.78% 19
2016
Q2 		$2.19M Buy
30,355
+3,388
+13% +$239K 1.56% 23
2016
Q1 		$1.84M Buy
26,967
+15,036
+126% +$988K 1.36% 21
2015
Q4 		$890K Buy
11,931
+7,006
+142% +$519K 0.66% 37
2015
Q3 		$325K Buy
4,925
+528
+12% +$36.7K 0.26% 68
2015
Q2 		$295K Sell
4,397
-25
-0.6% -$1.68K 0.24% 65
2015
Q1 		$287K Sell
4,422
-6,006
-58% -$379K 0.24% 62
2014
Q4 		$642K Buy
+10,428
New +$628K 0.31% 56

Other funds holding FDN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Juncture Wealth Strategies's FDN Position: Q2 2026 in Review

Juncture Wealth Strategies increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 7.9% in Q2 2026, buying an estimated $166K and bringing the position to 8,565 shares worth $2.27M. The position accounts for 0.59% of the portfolio, ranked #40.

Juncture Wealth Strategies first reported a position in FDN in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.86M in Q3 2018. 202 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

  • Juncture Wealth Strategies held 8,565 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.27M as of Q2 2026.
  • Juncture Wealth Strategies bought 630 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2026, an estimated $166K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.59% of Juncture Wealth Strategies's portfolio in Q2 2026, its #40 holding.
  • Juncture Wealth Strategies first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2014 and has held it in 47 quarters since.
  • Juncture Wealth Strategies's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.86M in Q3 2018.
  • 202 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.