First Trust S&P REIT Index Fund shares owned by CoreCap Advisors
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in First Trust S&P REIT Index Fund
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Quarterly reported holdings in First Trust S&P REIT Index Fund by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 584 | 28.11 |
| 2025-06-30 | $23k | 834 | 27.05 |
| 2025-03-31 | $28k | 1.0k | 27.51 |
| 2024-12-31 | $30k | 1.1k | 27.37 |
| 2024-09-30 | $34k | 1.1k | 29.64 |
| 2024-06-30 | $37k | 1.5k | 25.67 |
| 2024-03-31 | $39k | 1.5k | 25.99 |
| 2022-12-31 | $45k | 1.9k | 23.98 |
| 2022-06-30 | $48k | 1.9k | 25.75 |
| 2021-12-31 | $85k | 2.6k | 32.68 |
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