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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

Ishares Tr Rus 1000 Etf (IWB)
Pacer Fds Tr Pacer Us Small (CALF)
Invesco Db Commdy Indx Trck Unit (DBC)
Vanguard World Extended Dur (EDV)
Cme (CME)
Intercontinental Exchange (ICE)
Coinbase Global Com Cl A (COIN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Altria (MO)
JPMorgan Chase & Co. (JPM)
Starbucks Corporation (SBUX)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

Top funds holding First Trust S&P REIT Index Fund

Aft, Forsyth & Sober
UBS Group
Chicago Partners Investment
Wells Fargo & Company
Vestmark Advisory Solutions
Stifel Financial
Advisor Group Holdings
Royal Bank of Canada
Citadel Advisors
AE Wealth Management
Commonwealth Equity Services
Cottonwood Capital Advisors
HighTower Advisors
Bank of America Corporation
Benjamin F. Edwards & Company

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