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First Trust S&P REIT Index Fund shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 84k 28.00
2025-06-30 $2.4M 86k 27.73
2025-03-31 $2.5M 91k 27.06
2024-12-31 $2.8M 105k 26.96
2024-09-30 $3.1M 106k 29.57
2024-06-30 $3.0M 110k 27.42
2024-03-31 $2.9M 117k 24.44
2023-12-31 $2.9M 117k 25.19
2023-09-30 $2.6M 119k 21.73
2023-06-30 $2.9M 117k 25.12
2023-03-31 $2.7M 113k 24.10
2022-12-31 $2.9M 110k 26.57
2022-09-30 $2.5M 106k 23.76
2022-06-30 $3.0M 107k 28.01
2022-03-31 $2.9M 109k 26.91
2021-12-31 $3.0M 102k 29.19
2021-09-30 $2.9M 93k 30.98
2021-06-30 $2.6M 90k 29.30
2021-03-31 $2.4M 88k 26.91
2020-12-31 $2.1M 89k 23.45
2020-09-30 $1.9M 86k 21.62
2020-06-30 $1.9M 91k 20.95
2020-03-31 $1.7M 84k 20.19
2019-12-31 $2.2M 84k 26.63
2019-09-30 $2.2M 83k 27.16
2019-06-30 $2.0M 81k 24.89
2019-03-31 $2.0M 80k 24.45
2018-12-31 $1.7M 76k 22.45
2018-09-30 $1.7M 73k 22.84
2018-06-30 $1.5M 63k 23.37
2018-03-31 $1.3M 61k 21.30
2017-12-31 $1.3M 58k 23.28
2017-09-30 $1.0M 44k 23.27
2017-06-30 $660k 28k 23.24
2017-03-31 $440k 19k 23.05
2016-12-31 $282k 12k 23.03
2016-09-30 $284k 12k 24.17
2016-06-30 $290k 12k 24.70
2016-03-31 $273k 12k 23.27
2015-12-31 $228k 10k 22.12
2015-09-30 $127k 6.1k 20.89
2015-06-30 $125k 6.1k 20.56
2015-03-31 $141k 6.3k 22.27
2014-12-31 $117k 5.2k 22.32

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Dimensional Etf Trust Us Equity Market (DFUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Ishares Tr Core S&p Mcp Etf (IJH)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

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