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First Trust S&P REIT Index Fund shares owned by TCP Asset Management

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

Historical chart of TCP Asset Management 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 TCP Asset Management 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 TCP Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 343k 28.11
2025-06-30 $8.7M 320k 27.05
2025-03-31 $8.3M 301k 27.51
2024-12-31 $7.9M 290k 27.37

More positions owned by TCP Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Select Sector Spdr Tr Technology (XLK)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Northern Lights Fd Tr Toews Aglty Dnym (THY)
First Tr Exchange-traded Intermediate Dur (FIIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Sprott Asset Management Physical Gold Tr (PHYS)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for TCP Asset Management

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Aft, Forsyth & Sober
TCP Asset Management
Wells Fargo & Company
UBS Group
Benjamin Edwards
Advisor Group Holdings
AE Wealth Management
Chicago Partners Investment
Susquehanna International
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial

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