First Trust S&P REIT Index Fund shares owned by RVW Wealth
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by RVW Wealth
from 13F filings
Historical chart of RVW Wealth 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 RVW Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $233k | 9.0k | 25.99 |
| 2023-12-31 | $235k | 9.0k | 26.24 |
| 2023-09-30 | $214k | 9.4k | 22.85 |
| 2023-06-30 | $230k | 9.3k | 24.61 |
| 2023-03-31 | $225k | 9.2k | 24.35 |
| 2022-12-31 | $232k | 9.7k | 23.98 |
| 2022-09-30 | $543k | 24k | 23.02 |
| 2022-06-30 | $600k | 23k | 25.75 |
| 2022-03-31 | $704k | 23k | 31.22 |
| 2021-12-31 | $715k | 22k | 32.61 |
| 2021-09-30 | $1000k | 20k | 50.90 |
| 2021-06-30 | $0 | 17k | 0.00 |
| 2021-03-31 | $1.0M | 12k | 81.06 |
| 2020-12-31 | $1000k | 10k | 98.16 |
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