CX Institutional’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	$150K	Sell	5,550 -23,414	-81%	-$633K	0.01%	696
2025 Q1	$797K	Buy	+28,964	New	+$797K	0.03%	305
2023 Q1	–	Sell	-13,561	Closed	-$325K	–	510
2022 Q4	$325K	Buy	+13,561	New	+$325K	0.02%	421