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First Trust DJ Internet Index Fund shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 10k 211.83
2024-06-30 $2.0M 9.6k 204.94
2024-03-31 $2.1M 10k 205.09
2023-12-31 $2.0M 11k 186.55
2023-06-30 $1.9M 55k 35.29
2023-03-31 $1.5M 23k 65.48
2022-12-31 $1.5M 12k 123.15
2022-09-30 $1.6M 12k 126.26
2022-06-30 $1.7M 13k 127.03
2022-03-31 $2.6M 14k 187.86
2021-12-31 $3.2M 14k 226.12
2021-09-30 $3.4M 15k 230.62
2021-06-30 $3.7M 15k 244.86
2021-03-31 $3.3M 15k 218.09
2020-12-31 $3.4M 16k 212.23
2020-09-30 $3.3M 17k 188.36
2020-06-30 $3.0M 18k 170.50
2019-12-31 $2.7M 19k 139.12
2019-09-30 $2.7M 20k 134.65
2019-03-31 $3.0M 21k 138.91
2018-12-31 $2.6M 22k 116.66
2018-09-30 $3.3M 23k 141.55
2018-06-30 $3.3M 24k 137.66
2018-03-31 $3.0M 25k 120.51
2017-12-31 $3.1M 28k 109.87
2017-09-30 $3.5M 34k 102.37
2017-06-30 $3.9M 41k 94.75