Fischer Investment Strategies’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
2023 Q4	–	Sell	-54,861	Closed	-$1.25M	–	28
2023 Q3	$1.25M	Sell	54,861 -17,682	-24%	-$404K	1.27%	18
2023 Q2	$1.79M	Buy	+72,543	New	+$1.79M	1.64%	16