Envestnet Portfolio Solutions’s First Trust S&P REIT Index Fund FRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
8,077
-5,015
| -38% | -$136K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $360K | Sell |
13,092
-2,475
| -16% | -$68.1K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $426K | Buy |
15,567
+990
| +7% | +$27.1K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $432K | Buy |
14,577
+2,160
| +17% | +$64K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $319K | Sell |
12,417
-185
| -1% | -$4.75K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $328K | Buy |
12,602
+1,553
| +14% | +$40.4K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $290K | Sell |
11,049
-2,074
| -16% | -$54.4K | ﹤0.01% | 1314 |
|
|
2023
Q3 | $300K | Buy |
+13,123
| New | +$300K | ﹤0.01% | 1229 |
|