Jones Financial Companies’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
$239K Buy
8,872
+575
+7% +$15.5K ﹤0.01% 1585
2025
Q1
$226K Buy
8,297
+612
+8% +$16.6K ﹤0.01% 1451
2024
Q4
$210K Buy
7,685
+7,367
+2,317% +$202K ﹤0.01% 1332
2024
Q3
$9.37K Buy
+318
New +$9.37K ﹤0.01% 2232