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First Trust S&P REIT Index Fund shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 1.0k 27.31
2025-06-30 $27k 1.0k 27.05
2025-03-31 $28k 1.0k 27.51

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View all positions for SRS Capital Advisors

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Cetera Investment Advisers
TCP Asset Management
Aft, Forsyth & Sober
UBS Group
TrueWealth Financial Partners
AE Wealth Management
Benjamin Edwards
Chicago Partners Investment
Wells Fargo & Company
Stifel Financial
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
Maia Wealth

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