Cetera Investment Advisers’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 | $13.1M | Sell |
482,629
-41,739
| -8% | -$1.13M | 0.02% | 686 |
|
|
2025
Q1 | $14.4M | Sell |
524,368
-48,220
| -8% | -$1.33M | 0.03% | 592 |
|
|
2024
Q4 | $15.7M | Buy |
572,588
+161,849
| +39% | +$4.43M | 0.03% | 507 |
|
|
2024
Q3 | $12.2M | Buy |
410,739
+335,530
| +446% | +$9.95M | 0.03% | 611 |
|
|
2024
Q2 | $1.93M | Buy |
75,209
+42,823
| +132% | +$1.1M | ﹤0.01% | 1605 |
|
|
2024
Q1 | $842K | Buy |
32,386
+10,066
| +45% | +$262K | ﹤0.01% | 2211 |
|
|
2023
Q4 | $586K | Sell |
22,320
-1,185
| -5% | -$31.1K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $537K | Sell |
23,505
-7,092
| -23% | -$162K | ﹤0.01% | 1379 |
|
|
2023
Q2 | $753K | Sell |
30,597
-3,236
| -10% | -$79.7K | 0.01% | 1211 |
|
|
2023
Q1 | $824K | Buy |
33,833
+1,329
| +4% | +$32.4K | 0.01% | 1126 |
|
|
2022
Q4 | $779K | Buy |
32,504
+15,052
| +86% | +$361K | 0.01% | 1114 |
|
|
2022
Q3 | $402K | Buy |
17,452
+4,742
| +37% | +$109K | 0.01% | 1096 |
|
|
2022
Q2 | $327K | Buy |
+12,710
| New | +$327K | 0.01% | 1357 |
|