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First Trust S&P REIT Index Fund shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth 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 Stratos Wealth 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 10k 26.00
2023-12-31 $235k 9.0k 26.24

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Apple (AAPL)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Growth Etf (VUG)
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Meta Platforms Cl A (META)

View all positions for Stratos Wealth Advisors

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