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First Trust S&P REIT Index Fund shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth 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 Gravity Wealth 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 Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $143k 5.1k 28.11

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPMD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

View all positions for Financial Gravity Wealth

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Morgan Stanley
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