Envestnet Asset Management’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
Q2 | $1.06M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $2.92M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $789K | Buy |
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|
2020
Q4 | $616K | Buy |
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|
2020
Q3 | $455K | Sell |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.33M | Buy |
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|
2018
Q1 | $2.04M | Sell |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $627K | Sell |
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|
2017
Q2 | $2.36M | Sell |
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|
2017
Q1 | $2.52M | Sell |
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|
2016
Q4 | $2.86M | Buy |
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|
2016
Q3 | $511K | Sell |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $498K | Buy |
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|
2015
Q4 | $462K | Sell |
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|
2015
Q3 | $478K | Sell |
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|
2015
Q2 | $587K | Buy |
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|
2015
Q1 | $608K | Sell |
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|
2014
Q4 | $764K | Buy |
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|
2014
Q3 | $232K | Buy |
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|
2014
Q2 | $105K | Buy |
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|
2014
Q1 | $23K | Sell |
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|
2013
Q4 | $39K | Buy |
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|
2013
Q3 | $21K | Buy |
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|
2013
Q2 | $22K | Buy |
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