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First Trust S&P REIT Index Fund shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company 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 L.m. Kohn & Company 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 L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $400k 14k 29.64

More positions owned by L.m. Kohn & Company

Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
German Amern Bancorp Common Stock (GABC)
Amazon Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Microsoft Corp Common Stock (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo Exchange Traded Fund (BIL)
Wisdomtree Tr Floatng Rat Trea Exchange Traded Fund (USFR)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Visa Inc Com Cl A Common Stock (V)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Home Depot Common Stock (HD)

View all positions for L.m. Kohn & Company

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