A detailed history of Financial Perspectives, Inc transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,045 shares of FRI stock, worth $53,701. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,045
Previous 1,413 44.73%
Holding current value
$53,701
Previous $38.7 Million 45.48%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025

BUY
$26.34 - $28.74 $16,646 - $18,163
632 Added 44.73%
2,045 $56.2 Million
Q3 2024

Oct 17, 2024

BUY
$25.47 - $29.98 $50 - $59
2 Added 0.14%
1,413 $41.9 Million
Q2 2024

Aug 09, 2024

BUY
$23.82 - $25.88 $33,610 - $36,516
1,411 New
1,411 $36.2 Million

Others Institutions Holding FRI

About FIRST TR S&P REIT INDEX FD


  • Ticker FRI
  • Sector ETFs
  • Industry ETFs
More about FRI
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