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First Trust S&P REIT Index Fund shares owned by Stifel Financial

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

Historical chart of Stifel Financial 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 Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 55k 26.24
2023-09-30 $1.6M 70k 22.85
2023-06-30 $1.2M 50k 24.61
2023-03-31 $1.1M 44k 24.35
2022-12-31 $4.1M 172k 23.98
2022-09-30 $4.2M 181k 23.03
2022-06-30 $4.7M 183k 25.74
2022-03-31 $7.5M 239k 31.21
2021-12-31 $3.3M 100k 32.60
2021-09-30 $2.8M 98k 28.28
2021-06-30 $863k 31k 28.05
2021-03-31 $1.4M 55k 25.20
2020-12-31 $1.2M 51k 23.23
2020-09-30 $1.1M 50k 21.10
2020-06-30 $1.0M 48k 20.93
2020-03-31 $1.7M 89k 18.96
2019-12-31 $2.3M 88k 26.10
2019-09-30 $1.9M 71k 26.49
2019-06-30 $872k 35k 25.01
2019-03-31 $815k 33k 25.08
2018-12-31 $548k 25k 21.57
2018-09-30 $644k 28k 23.27
2018-06-30 $1.0M 44k 23.38
2018-03-31 $1.6M 76k 21.35
2017-12-31 $1.9M 81k 23.30
2017-09-30 $2.6M 110k 23.29
2017-06-30 $3.0M 127k 23.20
2017-03-31 $2.9M 128k 23.01
2016-12-31 $3.5M 151k 23.07
2016-09-30 $4.1M 171k 24.22
2016-06-30 $4.1M 168k 24.68
2016-03-31 $3.7M 160k 23.15
2015-12-31 $3.6M 164k 22.08
2015-09-30 $2.9M 142k 20.84
2015-06-30 $2.1M 105k 20.43
2015-03-31 $2.1M 91k 23.17
2014-12-31 $1.9M 85k 22.27
2014-09-30 $1.5M 78k 19.65
2014-06-30 $1.3M 65k 20.46
2014-03-31 $1.0M 54k 19.21

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Top funds holding First Trust S&P REIT Index Fund

Aft, Forsyth & Sober
UBS Group
Chicago Partners Investment
Wells Fargo & Company
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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