Envestnet Portfolio Solutions’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
$218K Sell
2025
Q1
$360K Sell
2024
Q4
$426K Buy
2024
Q3
$432K Buy
2024
Q2
$319K Sell
2024
Q1
$328K Buy
2023
Q4
$290K Sell
2023
Q3
$300K Buy