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First Trust S&P REIT Index Fund shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust S&P REIT Index Fund by Envestnet Portfolio Solutions

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$426k	16k	27.37
2024-09-30	$432k	15k	29.64
2024-06-30	$319k	12k	25.67
2024-03-31	$328k	13k	25.99
2023-12-31	$290k	11k	26.24

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley

LPL Financial

Cetera Investment Advisers

TCP Asset Management

UBS Group

Cambridge Investment Research Advisors

Aft, Forsyth & Sober

Crumly & Associates

Wells Fargo & Company

Chicago Partners Investment

Vestmark Advisory Solutions

Stifel Financial

Raymond James Financial

AE Wealth Management

Royal Bank of Canada

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

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First Trust S&P REIT Index Fund shares owned by Envestnet Portfolio Solutions

Historical chart of Envestnet Portfolio Solutions investment in First Trust S&P REIT Index Fund

Tip: Access up to 7 years of quarterly data

Quarterly reported holdings in First Trust S&P REIT Index Fund by Envestnet Portfolio Solutions

More positions owned by Envestnet Portfolio Solutions

Top funds holding First Trust S&P REIT Index Fund