First Trust S&P REIT Index Fund shares owned by CX Institutional
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional 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 CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $92k | 3.4k | 27.40 |
| 2025-09-30 | $286k | 10k | 28.15 |
| 2025-06-30 | $150k | 5.6k | 27.03 |
| 2025-03-31 | $797k | 29k | 27.52 |
| 2022-12-31 | $325k | 14k | 23.98 |
Top funds holding First Trust S&P REIT Index Fund
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