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

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

Historical chart of Financial Perspectives 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 Perspectives 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 Perspectives

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 2.1k 28.11
2025-06-30 $55k 2.0k 27.05
2025-03-31 $56k 2.0k 27.50
2024-12-31 $39k 1.4k 27.36
2024-09-30 $42k 1.4k 29.63
2024-06-30 $36k 1.4k 25.67

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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