Independent Advisor Alliance’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 Q1	–	Sell	-55,366	Closed	-$1.52M	–	993
2024 Q4	$1.52M	Buy	+55,366	New	+$1.52M	0.02%	596
2020 Q1	–	Sell	-14,059	Closed	-$367K	–	541
2019 Q4	$367K	Buy	+14,059	New	+$367K	0.02%	621