Benjamin Edwards »

First Trust S&P REIT Index Fund shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in First Trust S&P REIT Index Fund

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All positions including First Trust S&P REIT Index Fund held by Benjamin Edwards 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 Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 99k 28.12
2025-06-30 $1.4M 54k 27.05
2025-03-31 $3.7M 135k 27.51
2024-12-31 $653k 24k 27.38
2024-09-30 $834k 28k 29.65

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
World Gold Tr Spdr Gld Minis (GLDM)
Broadcom (AVGO)

View all positions for Benjamin Edwards

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Aft, Forsyth & Sober
TCP Asset Management
Wells Fargo & Company
UBS Group
Benjamin Edwards
Advisor Group Holdings
AE Wealth Management
Chicago Partners Investment
Susquehanna International
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial

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