First Trust S&P REIT Index Fund shares owned by Cottonwood Capital Advisors
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Cottonwood Capital Advisors
from 13F filings
Historical chart of Cottonwood Capital 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 Cottonwood Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $544k | 19k | 28.11 |
| 2025-06-30 | $520k | 19k | 27.05 |
| 2025-03-31 | $530k | 19k | 27.51 |
| 2024-12-31 | $556k | 20k | 27.37 |
| 2024-09-30 | $633k | 21k | 29.64 |
| 2024-06-30 | $709k | 28k | 25.68 |
| 2024-03-31 | $688k | 28k | 24.33 |
| 2023-12-31 | $774k | 30k | 26.24 |
| 2023-09-30 | $679k | 30k | 22.85 |
| 2023-06-30 | $781k | 32k | 24.61 |
| 2023-03-31 | $811k | 33k | 24.35 |
| 2022-12-31 | $804k | 34k | 23.98 |
| 2022-09-30 | $837k | 36k | 23.03 |
| 2022-06-30 | $1.1M | 43k | 25.74 |
| 2022-03-31 | $1.2M | 39k | 31.21 |
| 2021-12-31 | $1.1M | 34k | 32.60 |
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