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First Trust S&P REIT Index Fund shares owned by Principal Securities

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

Historical chart of Principal Securities 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 Principal Securities 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 Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 9.8k 28.11
2025-06-30 $301k 11k 27.05
2025-03-31 $318k 12k 27.37
2024-12-31 $318k 12k 27.37
2024-09-30 $321k 11k 29.64
2024-06-30 $304k 12k 25.67
2024-03-31 $305k 12k 25.99
2023-12-31 $294k 11k 26.24

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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