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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
UBS Group
Aft, Forsyth & Sober
Chicago Partners Investment
Wells Fargo & Company
Vestmark Advisory Solutions
Stifel Financial
Envestnet Asset Management
Baird Financial
Advisor Group Holdings
Royal Bank of Canada
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services

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