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

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

Historical chart of Icapital Wealth investment in First Trust S&P REIT Index Fund

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All positions including First Trust S&P REIT Index Fund held by Icapital Wealth 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 Icapital Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 10k 29.64
2024-06-30 $258k 10k 25.67
2024-03-31 $262k 10k 25.99

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Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Goldman Sachs Bdc SHS (GSBD)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Palo Alto Networks (PANW)
Ishares Tr Russell 2000 Etf (IWM)
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Mongodb Cl A (MDB)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Arm Holdings Sponsored Ads (ARM)

View all positions for Icapital Wealth

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
UBS Group
TCP Asset Management
Aft, Forsyth & Sober
Crumly & Associates
Wells Fargo & Company
Chicago Partners Investment
Vestmark Advisory Solutions
Stifel Financial
AE Wealth Management
Susquehanna International
Envestnet Asset Management
Equitable Holdings

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