A detailed history of Aft, Forsyth & Sober, LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Aft, Forsyth & Sober, LLC holds 159,450 shares of FRI stock, worth $4.71 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
159,450
Previous 159,450 -0.0%
Holding current value
$4.71 Million
Previous $4.09 Million 15.47%
% of portfolio
1.56%
Previous 1.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

SELL
$21.37 - $26.67 $1.07 Million - $1.33 Million
-50,000 Reduced 23.87%
159,450 $4.18 Million
Q2 2023

Aug 10, 2023

BUY
$23.21 - $24.9 $219,334 - $235,305
9,450 Added 4.73%
209,450 $5.15 Million
Q1 2023

May 10, 2023

SELL
$22.66 - $27.24 $642,411 - $772,254
-28,350 Reduced 12.42%
200,000 $4.87 Million
Q2 2022

Aug 05, 2022

BUY
$24.7 - $32.25 $266,760 - $348,300
10,800 Added 4.96%
228,350 $5.88 Million
Q4 2021

Feb 11, 2022

BUY
$28.49 - $32.6 $5.06 Million - $5.79 Million
177,550 Added 443.88%
217,550 $7.09 Million
Q3 2021

Nov 12, 2021

BUY
$28.18 - $30.49 $563,600 - $609,800
20,000 Added 100.0%
40,000 $1.13 Million
Q2 2021

Jul 22, 2021

BUY
$25.62 - $29.16 $512,400 - $583,200
20,000 New
20,000 $561,000

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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