First Trust S&P REIT Index Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment 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 Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14k | 533 | 26.24 |
| 2023-09-30 | $12k | 533 | 22.85 |
| 2023-06-30 | $26k | 1.1k | 24.61 |
| 2023-03-31 | $26k | 1.1k | 24.36 |
| 2022-12-31 | $25k | 1.1k | 23.98 |
| 2022-09-30 | $24k | 1.1k | 22.73 |
| 2022-06-30 | $27k | 1.1k | 25.57 |
| 2022-03-31 | $33k | 1.1k | 31.25 |
| 2021-12-31 | $34k | 1.1k | 32.20 |
| 2021-09-30 | $30k | 1.1k | 28.41 |
| 2021-03-31 | $13k | 533 | 25.20 |
| 2020-09-30 | $11k | 533 | 20.64 |
| 2020-06-30 | $11k | 533 | 20.64 |
| 2020-03-31 | $10k | 533 | 18.76 |
| 2019-12-31 | $13k | 533 | 24.39 |
| 2019-09-30 | $14k | 533 | 26.27 |
| 2019-06-30 | $13k | 533 | 24.39 |
| 2018-09-30 | $12k | 533 | 22.51 |
| 2018-06-30 | $12k | 533 | 22.51 |
| 2018-03-31 | $11k | 533 | 20.64 |
| 2017-12-31 | $17k | 754 | 22.55 |
| 2017-09-30 | $5.0k | 221 | 22.62 |
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