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First Trust S&P REIT Index Fund shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in First Trust S&P REIT Index Fund

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All positions including First Trust S&P REIT Index Fund held by Evelyn Partners Investment Management 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 Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $85k 3.0k 28.11
2025-06-30 $69k 2.6k 27.05

More positions owned by Evelyn Partners Investment Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CRH Ord (CRH)
Visa Com Cl A (V)
Apple (AAPL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Booking Holdings (BKNG)
Meta Platforms Cl A (META)
Chubb (CB)
Coca-Cola Company (KO)

View all positions for Evelyn Partners Investment Management

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
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Cetera Investment Advisers
Aft, Forsyth & Sober
TCP Asset Management
Wells Fargo & Company
UBS Group
Benjamin Edwards
Advisor Group Holdings
AE Wealth Management
Chicago Partners Investment
Susquehanna International
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial

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