LPL Financial »

First Trust S&P REIT Index Fund shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust S&P REIT Index Fund by LPL Financial

Quarter filed Position value Share count Share price at filing
2012-12-31 $3.7M 204k 17.98
2012-09-30 $4.8M 274k 17.48
2011-09-30 $2.7M 202k 13.58

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Morgan Stanley
Cambridge Investment Research Advisors
Aft, Forsyth & Sober
Crumly & Associates
Wells Fargo & Company
Chicago Partners Investment
Vestmark Advisory Solutions
International Assets Investment Management
Cetera Investment Advisers
AE Wealth Management
Stifel Financial
Susquehanna International
Envestnet Asset Management
Raymond James Financial Services Advisors

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