A detailed history of Maia Wealth LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Maia Wealth LLC holds 21,990 shares of FRI stock, worth $609,782. This represents 0.1% of its overall portfolio holdings.

Number of Shares
21,990
Previous 16,700 31.68%
Holding current value
$609,782
Previous $452 Million 36.3%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$26.59 - $28.38 $140,661 - $150,130
5,290 Added 31.68%
21,990 $616 Million
Q2 2025

Aug 12, 2025

SELL
$24.01 - $27.75 $507,667 - $586,746
-21,144 Reduced 55.87%
16,700 $452 Million
Q1 2025

May 12, 2025

BUY
$26.34 - $28.74 $147,293 - $160,714
5,592 Added 17.34%
37,844 $976 Million
Q4 2024

Feb 05, 2025

BUY
$26.74 - $30.19 $527,526 - $595,588
19,728 Added 157.52%
32,252 $903 Million
Q3 2024

Oct 30, 2024

BUY
$25.47 - $29.98 $318,986 - $375,469
12,524 New
12,524 $370 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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