First Trust S&P REIT Index Fund shares owned by Global Retirement Partners
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in First Trust S&P REIT Index Fund
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Quarterly reported holdings in First Trust S&P REIT Index Fund by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.8k | 150 | 31.69 |
| 2025-06-30 | $92k | 3.4k | 27.05 |
| 2024-12-31 | $116k | 4.3k | 27.37 |
| 2024-09-30 | $126k | 4.3k | 29.64 |
| 2024-06-30 | $109k | 4.3k | 25.67 |
| 2024-03-31 | $111k | 4.3k | 25.99 |
| 2023-12-31 | $110k | 4.3k | 25.93 |
| 2023-09-30 | $97k | 4.4k | 22.33 |
| 2023-06-30 | $121k | 4.9k | 24.61 |
| 2023-03-31 | $138k | 5.7k | 23.95 |
| 2022-12-31 | $139k | 5.8k | 23.98 |
| 2022-09-30 | $119k | 4.9k | 24.15 |
| 2022-06-30 | $79k | 3.1k | 25.73 |
| 2022-03-31 | $18k | 661 | 27.23 |
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