First Trust S&P REIT Index Fund shares owned by Householder Group Estate & Retirement Specialist
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Householder Group Estate & Retirement Specialist
from 13F filings
Historical chart of Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Trust S&P REIT Index Fund by Householder Group Estate & Retirement Specialist
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $160k | 5.4k | 29.57 |
2024-06-30 | $129k | 5.0k | 25.56 |
2024-03-31 | $131k | 5.0k | 25.99 |
2023-12-31 | $132k | 5.0k | 26.16 |
2023-09-30 | $115k | 5.0k | 22.85 |
2023-03-31 | $67k | 2.8k | 24.31 |
2022-09-30 | $77k | 3.4k | 22.74 |
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