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First Trust S&P REIT Index Fund shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $32k 1.0k 31.70

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Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
TCP Asset Management
Cetera Investment Advisers
UBS Group
Aft, Forsyth & Sober
True Blue Financial
Chicago Partners Investment
Wells Fargo & Company
Benjamin Edwards
Goldman Sachs Group
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Royal Bank of Canada

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