Principal Securities’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 | $301K | Sell |
11,140
-458
| -4% | -$12.4K | 0.01% | 1060 |
|
|
2025
Q1 | $317K | Hold |
11,598
| – | – | 0.01% | 950 |
|
|
2024
Q4 | $317K | Buy |
11,598
+754
| +7% | +$20.6K | 0.01% | 946 |
|
|
2024
Q3 | $321K | Sell |
10,844
-986
| -8% | -$29.2K | 0.01% | 909 |
|
|
2024
Q2 | $304K | Buy |
11,830
+115
| +1% | +$2.95K | 0.01% | 871 |
|
|
2024
Q1 | $305K | Buy |
11,715
+531
| +5% | +$13.8K | 0.01% | 851 |
|
|
2023
Q4 | $293K | Buy |
+11,184
| New | +$293K | 0.01% | 794 |
|