Benjamin Edwards Inc’s First Trust S&P REIT Index Fund FRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
53,549
-81,719
-60% -$2.21M 0.02% 523
2025
Q1
$3.72M Buy
135,268
+111,433
+468% +$3.07M 0.05% 305
2024
Q4
$653K Sell
23,835
-4,275
-15% -$117K 0.01% 745
2024
Q3
$833K Buy
+28,110
New +$833K 0.01% 641