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First Trust S&P REIT Index Fund shares owned by MTM Investment Management

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

Historical chart of MTM Investment Management 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 MTM Investment Management 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 MTM Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 1.8k 28.11
2025-06-30 $49k 1.8k 27.05
2022-03-31 $218k 7.0k 31.13
2021-12-31 $228k 7.0k 32.56

More positions owned by MTM Investment Management

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Kinder Morgan (KMI)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Unit (SPY)
Chevron Corporation (CVX)
Commerce Bancshares (CBSH)
Southern Company (SO)

View all positions for MTM Investment Management

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