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First Trust S&P REIT Index Fund shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth 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 Goss Wealth 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $133k 5.2k 25.67
2024-03-31 $176k 6.8k 25.99
2023-09-30 $417k 18k 22.85
2023-06-30 $379k 15k 24.61
2023-03-31 $399k 16k 24.35
2022-12-31 $15k 16k 0.95
2022-09-30 $271k 12k 23.03
2022-06-30 $249k 9.7k 25.75

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Morgan Stanley
Cambridge Investment Research Advisors
Aft, Forsyth & Sober
Crumly & Associates
Wells Fargo & Company
Chicago Partners Investment
Vestmark Advisory Solutions
International Assets Investment Management
Cetera Investment Advisers
AE Wealth Management
Stifel Financial
Susquehanna International
Envestnet Asset Management
Raymond James Financial Services Advisors

View all funds holding First Trust S&P REIT Index Fund