L.M. Kohn & Company First Tr S&P Reit Index Fd Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

A detailed history of L.M. Kohn & Company transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, L.M. Kohn & Company holds 13,500 shares of FRI stock, worth $370,710. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,500

Holding current value

$370,710

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$25.47 - $29.98 $343,845 - $404,730	13,500 New	13,500 $400,000

Others Institutions Holding FRI

# of Institutions

Shares Held

4.93M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.37M
Shares

$37.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

812K
Shares

$22.3 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

411K
Shares

$11.3 Million
0.03% of portfolio
Cambridge Investment Research Advisors, Inc.

360K
Shares

$9.87 Million
0.04% of portfolio
Ubs Group Ag

337K
Shares

$9.24 Million
0.0% of portfolio

View Full List

About FIRST TR S&P REIT INDEX FD

Ticker FRI
Sector ETFs
Industry ETFs

More about FRI

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