Twin Peaks Wealth Advisors »

First Trust S&P REIT Index Fund shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust S&P REIT Index Fund by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 9.6k 26.00
2023-12-31 $259k 9.9k 26.24

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

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