Baird Financial Group’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
Q1 | – | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $1.2M | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $979K | Buy |
|
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|
2023
Q2 | $298K | Sell |
|
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|
2023
Q1 | $1.2M | Buy |
|
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|
2022
Q4 | $472K | Sell |
|
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|
2022
Q3 | $1.61M | Buy |
|
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|
2022
Q2 | $850K | Buy |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $646K | Buy |
|
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $420K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $235K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $457K | Buy |
|