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First Trust S&P REIT Index Fund shares owned by Maia Wealth

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

Historical chart of Maia Wealth 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 Maia Wealth 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 Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $616k 22k 28.00
2025-06-30 $452k 17k 27.05
2025-03-31 $976k 38k 25.80
2024-12-31 $903k 32k 28.01
2024-09-30 $370k 13k 29.51

More positions owned by Maia Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Fs Kkr Capital Corp (FSK)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Amazon (AMZN)

View all positions for Maia Wealth

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Aft, Forsyth & Sober
TCP Asset Management
Wells Fargo & Company
UBS Group
Benjamin Edwards
Advisor Group Holdings
AE Wealth Management
Chicago Partners Investment
Susquehanna International
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial

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