First Trust S&P REIT Index Fund shares owned by CWM
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by CWM
from 13F filings
Historical chart of CWM 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 CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0k | 164 | 24.39 |
| 2024-09-30 | $5.0k | 164 | 30.49 |
| 2024-06-30 | $4.0k | 164 | 24.39 |
| 2024-03-31 | $19k | 737 | 25.78 |
| 2023-12-31 | $21k | 805 | 26.09 |
| 2023-09-30 | $20k | 867 | 23.07 |
| 2023-06-30 | $4.0k | 164 | 24.39 |
| 2023-03-31 | $4.0k | 164 | 24.39 |
| 2022-12-31 | $4.0k | 164 | 24.39 |
| 2022-09-30 | $18k | 800 | 22.50 |
| 2022-06-30 | $23k | 898 | 25.61 |
| 2022-03-31 | $91k | 2.9k | 31.10 |
| 2021-12-31 | $712k | 22k | 32.59 |
| 2021-06-30 | $19k | 683 | 27.82 |
| 2021-03-31 | $19k | 683 | 27.82 |
| 2020-12-31 | $133k | 5.7k | 23.28 |
| 2020-09-30 | $4.0k | 185 | 21.62 |
| 2020-06-30 | $4.0k | 204 | 19.61 |
| 2020-03-31 | $4.0k | 185 | 21.62 |
| 2019-12-31 | $19k | 683 | 27.82 |
| 2019-09-30 | $19k | 683 | 27.82 |
| 2019-06-30 | $19k | 683 | 27.82 |
| 2019-03-31 | $19k | 683 | 27.82 |
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