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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

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Quarterly 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