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
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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 |
|---|---|---|---|
| 2025-09-30 | $54k | 1.9k | 28.11 |
| 2025-06-30 | $63k | 2.3k | 27.05 |
| 2025-03-31 | $64k | 2.3k | 27.51 |
| 2024-12-31 | $87k | 3.2k | 27.37 |
| 2024-09-30 | $106k | 3.6k | 29.64 |
| 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 |
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