AE Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $1.9M | Buy |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $825K | Sell |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $913K | Buy |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $335K | Buy |
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