Financial Perspectives’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	$55.3K	Hold	2,045	–	–	0.02%	290
2025 Q1	$56.2K	Buy	2,045 +632	+45%	+$17.4K	0.02%	283
2024 Q4	$38.7K	Hold	1,413	–	–	0.01%	326
2024 Q3	$41.9K	Buy	1,413 +2	+0.1%	+$59	0.01%	299
2024 Q2	$36.2K	Buy	+1,411	New	+$36.2K	0.01%	311