Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $522K | Buy |
20,074
+6,487
| +48% | +$169K | ﹤0.01% | 1571 |
|
|
2023
Q4 | $357K | Buy |
13,587
+30
| +0.2% | +$787 | ﹤0.01% | 1321 |
|
|
2023
Q3 | $310K | Buy |
13,557
+84
| +0.6% | +$1.92K | ﹤0.01% | 1304 |
|
|
2023
Q2 | $332K | Buy |
13,473
+320
| +2% | +$7.88K | 0.01% | 1259 |
|
|
2023
Q1 | $320K | Buy |
13,153
+195
| +2% | +$4.75K | 0.01% | 1252 |
|
|
2022
Q4 | $311K | Sell |
12,958
-334
| -3% | -$8.01K | 0.01% | 1215 |
|
|
2022
Q3 | $306K | Sell |
13,292
-2,137
| -14% | -$49.2K | 0.01% | 965 |
|
|
2022
Q2 | $397K | Buy |
+15,429
| New | +$397K | 0.01% | 944 |
|