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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Quarterly reported holdings in First Trust S&P REIT Index Fund by Icapital Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 10k | 28.11 |
| 2025-06-30 | $272k | 10k | 27.05 |
| 2025-03-31 | $277k | 10k | 27.51 |
| 2024-12-31 | $275k | 10k | 27.37 |
| 2024-09-30 | $298k | 10k | 29.64 |
| 2024-06-30 | $258k | 10k | 25.67 |
| 2024-03-31 | $262k | 10k | 25.99 |
Top funds holding First Trust S&P REIT Index Fund
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