Ancora Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7K | Buy |
1,947
+14
| +0.7% | +$379 | ﹤0.01% | 999 |
|
|
2025
Q1 | $53.2K | Buy |
1,933
+8
| +0.4% | +$220 | ﹤0.01% | 989 |
|
|
2024
Q4 | $52.7K | Buy |
1,925
+31
| +2% | +$848 | ﹤0.01% | 972 |
|
|
2024
Q3 | $56.1K | Buy |
1,894
+1
| +0.1% | +$30 | ﹤0.01% | 945 |
|
|
2024
Q2 | $48.6K | Buy |
1,893
+4
| +0.2% | +$103 | ﹤0.01% | 928 |
|
|
2024
Q1 | $49.1K | Buy |
1,889
+2
| +0.1% | +$52 | ﹤0.01% | 941 |
|
|
2023
Q4 | $49.5K | Buy |
1,887
+4
| +0.2% | +$105 | ﹤0.01% | 918 |
|
|
2023
Q3 | $43K | Hold |
1,883
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $46.4K | Buy |
1,883
+5
| +0.3% | +$123 | ﹤0.01% | 898 |
|
|
2023
Q1 | $45.7K | Buy |
+1,878
| New | +$45.7K | ﹤0.01% | 906 |
|