First Trust S&P REIT Index Fund shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates 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 Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Trust S&P REIT Index Fund by Financial Advocates Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $293k | 11k | 25.99 |
2023-12-31 | $663k | 25k | 26.24 |
2023-09-30 | $708k | 31k | 22.85 |
2023-06-30 | $731k | 30k | 24.61 |
2023-03-31 | $741k | 30k | 24.35 |
2022-12-31 | $641k | 27k | 23.98 |
2022-09-30 | $411k | 18k | 23.03 |
2022-06-30 | $300k | 12k | 25.78 |
2022-03-31 | $233k | 7.5k | 31.18 |
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