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

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

Historical chart of Fernwood Investment Management 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 Fernwood 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 Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 1.3k 25.99

More positions owned by Fernwood Investment Management

Texas Pacific Land Corporation Stock (TPL)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Vanguard Mega Cap Growth Etf Etf (MGK)
Amazon.com Stock (AMZN)
Mongodb Inc Cl A Stock (MDB)
Bridgebio Pharma Stock (BBIO)
Microsoft Stock (MSFT)
Eli Lilly & Co Stock (LLY)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Class A Stock (GOOGL)
Pliant Therapeutics Stock (PLRX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Msci Stock (MSCI)

View all positions for Fernwood Investment Management

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
UBS Group
Aft, Forsyth & Sober
Chicago Partners Investment
Wells Fargo & Company
Vestmark Advisory Solutions
Stifel Financial
Envestnet Asset Management
Baird Financial
Advisor Group Holdings
Royal Bank of Canada
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services

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