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First Trust S&P REIT Index Fund shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.0k 218 22.94
2022-06-30 $6.0k 217 27.65
2022-03-31 $7.0k 216 32.41
2021-12-31 $7.0k 215 32.56
2021-09-30 $6.0k 214 28.04
2021-06-30 $6.0k 213 28.17
2021-03-31 $5.0k 213 23.47
2020-12-31 $5.0k 212 23.58

More positions owned by Sage Private Wealth Group

First Tr Exchange-traded Smid Risng Etf (SDVY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Eaton Corp SHS (ETN)
Motorola Solutions Com New (MSI)

View all positions for Sage Private Wealth Group

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
UBS Group
TCP Asset Management
Aft, Forsyth & Sober
Crumly & Associates
Wells Fargo & Company
Chicago Partners Investment
Vestmark Advisory Solutions
Stifel Financial
AE Wealth Management
Susquehanna International
Envestnet Asset Management
Equitable Holdings

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