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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
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)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding First Trust S&P REIT Index Fund

Aft, Forsyth & Sober
UBS Group
Chicago Partners Investment
Wells Fargo & Company
Vestmark Advisory Solutions
Stifel Financial
Advisor Group Holdings
Royal Bank of Canada
Citadel Advisors
Commonwealth Equity Services
AE Wealth Management
Cottonwood Capital Advisors
HighTower Advisors
Financial Advocates Investment Management
Bank of America Corporation

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