First Trust S&P REIT Index Fund shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in First Trust S&P REIT Index Fund
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Quarterly reported holdings in First Trust S&P REIT Index Fund by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $344k | 12k | 28.46 |
| 2024-12-31 | $488k | 18k | 27.37 |
| 2024-09-30 | $383k | 13k | 29.64 |
| 2024-06-30 | $446k | 17k | 25.67 |
| 2024-03-31 | $351k | 14k | 25.99 |
| 2023-12-31 | $449k | 17k | 26.24 |
| 2023-09-30 | $358k | 16k | 22.85 |
| 2023-06-30 | $338k | 14k | 24.61 |
| 2023-03-31 | $336k | 14k | 24.35 |
| 2017-12-31 | $92k | 3.9k | 23.28 |
| 2017-09-30 | $107k | 4.6k | 23.28 |
| 2017-06-30 | $92k | 4.0k | 23.23 |
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