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First Trust S&P REIT Index Fund shares owned by Icapital Wealth

Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Icapital Wealth from 13F filings

Historical chart of Icapital Wealth investment in First Trust S&P REIT Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust S&P REIT Index Fund held by Icapital Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust S&P REIT Index Fund by Icapital Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 10k 25.99

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Bdc SHS (GSBD)
Crowdstrike Hldgs Cl A (CRWD)
Palo Alto Networks (PANW)
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Amazon (AMZN)
Apple (AAPL)
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Alphabet Cap Stk Cl C (GOOG)
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View all positions for Icapital Wealth

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
UBS Group
Aft, Forsyth & Sober
Chicago Partners Investment
Wells Fargo & Company
Vestmark Advisory Solutions
Stifel Financial
Envestnet Asset Management
Advisor Group Holdings
Royal Bank of Canada
Bank of America Corporation
Commonwealth Equity Services
Cottonwood Capital Advisors
HighTower Advisors

View all funds holding First Trust S&P REIT Index Fund