First Trust S&P REIT Index Fund shares owned by Larson Financial Group
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group 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 Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $733 | 28 | 26.18 |
| 2023-09-30 | $637 | 28 | 22.79 |
| 2023-06-30 | $686 | 28 | 24.54 |
| 2023-03-31 | $671 | 28 | 23.96 |
| 2022-12-31 | $655 | 27 | 24.26 |
| 2022-09-30 | $999 | 27 | 37.04 |
| 2022-06-30 | $999 | 27 | 37.04 |
| 2022-03-31 | $999 | 27 | 37.04 |
| 2021-12-31 | $999 | 27 | 37.04 |
| 2021-09-30 | $1.0k | 24 | 41.67 |
| 2021-06-30 | $1.0k | 20 | 50.00 |
| 2021-03-31 | $2.0k | 63 | 31.75 |
| 2020-12-31 | $999 | 63 | 15.87 |
| 2020-09-30 | $2.0k | 77 | 25.97 |
| 2020-06-30 | $860k | 41k | 20.94 |
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