Kestra Advisory Services’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 | $269K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $268K | Sell |
|
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $236K | Sell |
|
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $512K | Sell |
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|
2021
Q3 | $621K | Buy |
|