MTM Investment Management’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
$48.7K Buy
+1,800
New +$48.7K 0.02% 339
2022
Q2
Sell
-7,003
Closed -$218K 279
2022
Q1
$218K Hold
7,003
0.11% 169
2021
Q4
$228K Buy
+7,003
New +$228K 0.11% 172