First Trust S&P REIT Index Fund shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
from 13F filings
Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in First Trust S&P REIT Index Fund
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Quarterly reported holdings in First Trust S&P REIT Index Fund by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 15k | 28.11 |
| 2025-06-30 | $568k | 21k | 27.05 |
| 2025-03-31 | $596k | 22k | 27.20 |
| 2024-12-31 | $603k | 22k | 27.37 |
| 2024-09-30 | $723k | 24k | 29.64 |
| 2024-06-30 | $591k | 23k | 25.67 |
| 2024-03-31 | $586k | 23k | 25.99 |
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