NewEdge Advisors’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 | $62.6K | Buy |
2,316
+1
| +0% | +$27 | ﹤0.01% | 2591 |
|
|
2025
Q1 | $63.7K | Sell |
2,315
-847
| -27% | -$23.3K | ﹤0.01% | 2466 |
|
|
2024
Q4 | $86.6K | Sell |
3,162
-408
| -11% | -$11.2K | ﹤0.01% | 2323 |
|
|
2024
Q3 | $106K | Sell |
3,570
-1,596
| -31% | -$47.3K | ﹤0.01% | 2175 |
|
|
2024
Q2 | $133K | Sell |
5,166
-1,596
| -24% | -$41K | ﹤0.01% | 2039 |
|
|
2024
Q1 | $176K | Sell |
6,762
-9,029
| -57% | -$235K | ﹤0.01% | 1886 |
|
|
2023
Q4 | $414K | Sell |
15,791
-2,465
| -14% | -$64.7K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $417K | Buy |
18,256
+2,876
| +19% | +$65.7K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $379K | Sell |
15,380
-988
| -6% | -$24.3K | ﹤0.01% | 1333 |
|
|
2023
Q1 | $399K | Buy |
16,368
+779
| +5% | +$19K | 0.01% | 1212 |
|
|
2022
Q4 | $14.8K | Buy |
15,589
+3,821
| +32% | +$3.64K | ﹤0.01% | 2229 |
|
|
2022
Q3 | $271K | Buy |
11,768
+2,099
| +22% | +$48.3K | ﹤0.01% | 1253 |
|
|
2022
Q2 | $249K | Buy |
+9,669
| New | +$249K | ﹤0.01% | 1293 |
|