UBS Group’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 | $3.38M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $5.77M | Sell |
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|
2024
Q3 | $9.98M | Buy |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $6.27M | Buy |
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|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $3.09M | Sell |
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|
2023
Q2 | $3.47M | Sell |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $4.16M | Sell |
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.15M | Buy |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $858K | Sell |
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|
2020
Q3 | $889K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $3.71M | Buy |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $2.05M | Buy |
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|
2019
Q1 | $1.72M | Buy |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.63M | Buy |
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|
2017
Q4 | $1.51M | Sell |
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|
2017
Q3 | $1.67M | Sell |
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|
2017
Q2 | $1.82M | Sell |
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|
2017
Q1 | $2.11M | Sell |
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|
2016
Q4 | $2.4M | Sell |
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|
2016
Q3 | $3.52M | Sell |
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|
2016
Q2 | $4.68M | Buy |
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|
2016
Q1 | $3.63M | Buy |
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|
2015
Q4 | $2.83M | Buy |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $3.31M | Sell |
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|
2015
Q1 | $5.86M | Sell |
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|
2014
Q4 | $7.32M | Buy |
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