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

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

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 7.4k 29.64
2024-06-30 $282k 11k 25.67
2024-03-31 $249k 9.6k 26.00
2023-12-31 $259k 9.9k 26.24

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
UBS Group
TCP Asset Management
Aft, Forsyth & Sober
Crumly & Associates
Wells Fargo & Company
Chicago Partners Investment
Vestmark Advisory Solutions
Stifel Financial
AE Wealth Management
Susquehanna International
Envestnet Asset Management
Equitable Holdings

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