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First Trust S&P REIT Index Fund shares owned by Western Wealth Management

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

Historical chart of Western Wealth 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 Western Wealth 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $67k 2.4k 28.46
2022-09-30 $225k 9.8k 23.08
2022-06-30 $250k 9.8k 25.64
2022-03-31 $304k 9.8k 31.18

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
TCP Asset Management
Cetera Investment Advisers
Aft, Forsyth & Sober
UBS Group
True Blue Financial
Benjamin Edwards
Wells Fargo & Company
Chicago Partners Investment
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
Two Sigma Investments
Bank of America Corporation

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