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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
2023-12-31 $290k 11k 26.24

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Trust For Professional Man Activepassive Us (APUE)

View all positions for Envestnet Portfolio Solutions

Top funds holding First Trust S&P REIT Index Fund

Aft, Forsyth & Sober
UBS Group
Chicago Partners Investment
Wells Fargo & Company
Vestmark Advisory Solutions
Stifel Financial
Advisor Group Holdings
Royal Bank of Canada
Citadel Advisors
AE Wealth Management
Commonwealth Equity Services
Cottonwood Capital Advisors
HighTower Advisors
Bank of America Corporation
Benjamin F. Edwards & Company

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