RPg Family Wealth Advisory’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
Q1 | – | Sell |
|
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $446K | Buy |
|
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|
2024
Q1 | $351K | Sell |
|
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|
2023
Q4 | $449K | Buy |
|
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|
2023
Q3 | $358K | Buy |
|
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $91.6K | Sell |
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|
2017
Q3 | $107K | Buy |
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|
2017
Q2 | $92K | Buy |
|