Commonwealth Equity Services’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
Q3 | $278K | Sell |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $950K | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $765K | Sell |
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|
2023
Q4 | $793K | Sell |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $949K | Buy |
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|
2023
Q1 | $889 | Sell |
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|
2022
Q4 | $878K | Sell |
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|
2022
Q3 | $945K | Buy |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $722K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $258K | Buy |
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|
2019
Q2 | $208K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $204K | Sell |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $279K | Sell |
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|
2017
Q3 | $289K | Sell |
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|
2017
Q2 | $369K | Sell |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $397K | Sell |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $382K | Buy |
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|
2015
Q4 | $317K | Sell |
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|
2015
Q3 | $331K | Sell |
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|
2015
Q2 | $396K | Sell |
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|
2015
Q1 | $468K | Buy |
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|
2014
Q4 | $415K | Buy |
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|
2014
Q3 | $300K | Sell |
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|
2014
Q2 | $411K | Buy |
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|
2014
Q1 | $278K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $281K | Buy |
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