Visionary Asset Management’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
2018
Q2
Sell
2018
Q1
$605K Sell
2017
Q4
$738K Sell
2017
Q3
$821K Sell
2017
Q2
$945K Sell
2017
Q1
$1.06M Sell
2016
Q4
$1.37M Sell
2016
Q3
$1.76M Sell
2016
Q2
$1.86M Sell
2016
Q1
$1.79M Sell
2015
Q4
$1.75M Sell
2015
Q3
$1.76M Sell
2015
Q2
$1.93M Sell
2015
Q1
$2.3M Sell
2014
Q4
$2.93M Buy
2014
Q3
$2.38M Buy
2014
Q2
$1.66M Buy
2014
Q1
$251K Buy