Continuum Advisory »

First Trust S&P REIT Index Fund shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory 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 Continuum Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust S&P REIT Index Fund by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.6k 115 31.70

More positions owned by Continuum Advisory

Apple Stock (AAPL)
Capital Group Dividend Value Etf Etf (CGDV)
Walmart Stock (WMT)
Micron Technology Stock (MU)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Vanguard Morningstar Total Stock Market Etf Etf (VTI)
Capital Group Core Bond Etf Etf (CGCB)
Vanguard Extended Market Etf Etf (VXF)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Continuum Advisory

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
TCP Asset Management
Cetera Investment Advisers
UBS Group
Aft, Forsyth & Sober
True Blue Financial
Chicago Partners Investment
Wells Fargo & Company
Benjamin Edwards
Goldman Sachs Group
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Royal Bank of Canada

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