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First Trust DJ Internet Index Fund shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of First Trust DJ Internet Index Fund (FDN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $579k 2.4k 243.17
2024-09-30 $290k 1.4k 211.83
2024-06-30 $219k 1.1k 204.94
2024-03-31 $213k 1.0k 205.09
2021-12-31 $211k 934 225.91