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

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

Historical chart of Benson Wealth Management 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 Benson Wealth Management 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 Benson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5k 265 28.46

More positions owned by Benson Wealth Management

Invesco Qqq Tr Uie (QQQ)
Ishares Bitcoin Trust Etf Uie (IBIT)
Simon Ppty Group Inc Newreit Ret (SPG)
Ft Vest U.s. Equity Deepbuffer Etf - November Uie (DNOV)
Wal-Mart Stores (WMT)
First Trust Rising Dividend Achievers Etf Uie (RDVY)
NVIDIA Corporation (NVDA)
First Trust Rba Americanindustrial Renaissancetmetf Uie (AIRR)
Tesla Motors (TSLA)
Ft Vest Nasdaq-100 Conservative Buffer Etf - January Uie (QCJA)
Amazon (AMZN)
Ft Vest Laddered Buffer Etf Uie (BUFR)
Innovator U.s. Equity Buffer Etf - April Uie (BAPR)
Ft Vest U.s. Equity Buffer Etf - November Uie (FNOV)
Spdr Gold Shares Uie (GLD)

View all positions for Benson Wealth Management

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
TCP Asset Management
Cetera Investment Advisers
Aft, Forsyth & Sober
UBS Group
True Blue Financial
TrueWealth Financial Partners
Benjamin Edwards
Wells Fargo & Company
Chicago Partners Investment
Envestnet Asset Management
Raymond James Financial
Two Sigma Investments
Maia Wealth

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