Osaic Holdings’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 | $5.23M | Buy |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $5.4M | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $594K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $970K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $959K | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $904K | Sell |
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|
2020
Q2 | $958K | Sell |
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|
2020
Q1 | $921K | Buy |
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