FBT β€” FIRST TR EXCHANGE TRADED FD

Ownership history in JUNCTURE WEALTH STRATEGIES, LLC  Β·  44 quarters on record

AI Ownership Summary

JUNCTURE WEALTH STRATEGIES, LLC reported FIRST TR EXCHANGE TRADED FD (FBT) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q1. The latest visible filing shows FBT at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JUNCTURE WEALTH STRATEGIES, LLC's position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FBT was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JUNCTURE WEALTH STRATEGIES, LLC held FBT β€” position size vs. price
% of Fund (quarterly)    FBT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,627 -169 -1.6% 0.72% $2.2M 2026-02-14 (Est.) $207.88
2025 Q3 REDUCED 10,796 -277 -2.5% 0.65% $1.9M 2025-10-14 $184.39
2025 Q2 REDUCED 11,073 -429 -3.7% 0.63% $1.8M 2025-07-08 $164.33
2025 Q1 ADDED 11,502 +184 +1.6% 0.76% $2.0M 2025-04-10 $147.84
2024 Q4 ADDED 11,318 +777 +7.4% 0.70% $1.9M 2025-01-21 $178.24
2024 Q3 ADDED 10,541 +182 +1.8% 0.70% $1.8M 2024-10-09 $168.44
2024 Q2 ADDED 10,359 +332 +3.3% 0.67% $1.6M 2024-07-11 $158.53
2024 Q1 ADDED 10,027 +746 +8.0% 0.66% $1.5M 2024-04-05 $150.04
2023 Q4 ADDED 9,281 +823 +9.7% 0.67% $1.5M 2024-01-08 $159.37
35 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FBT

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.02%

FAQ About JUNCTURE WEALTH STRATEGIES, LLC and FBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has JUNCTURE WEALTH STRATEGIES, LLC reported owning FBT?

JUNCTURE WEALTH STRATEGIES, LLC reported FBT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FBT position in JUNCTURE WEALTH STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for FBT was 0.76% in 2025 Q1.

What is the latest reported FBT position on this page?

The most recent filing on this page is 2025 Q4, when JUNCTURE WEALTH STRATEGIES, LLC reported 10,627 shares, equal to 0.72% of portfolio, with an estimated market value of $2.2M.

What does the chart on this FBT ownership page compare?

The chart compares JUNCTURE WEALTH STRATEGIES, LLC's quarterly FBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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