Crumly & Associates’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	–	Sell	-13,906	Closed	-$383K	–	162
2025 Q1	$383K	Sell	13,906 -131,405	-90%	-$3.61M	0.11%	111
2024 Q4	$3.98M	Sell	145,311 -1,604	-1%	-$43.9K	1.08%	31
2024 Q3	$4.35M	Buy	+146,915	New	+$4.35M	1.2%	31