Rosenberg Matthew Hamilton First Tr S&P Reit Index Fd Transaction History

Rosenberg Matthew Hamilton

$382 Million
Q4 2024

A detailed history of Rosenberg Matthew Hamilton transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 15 shares of FRI stock, worth $414. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$414

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$26.74 - $30.19 $401 - $452	15 New	15 $0

Others Institutions Holding FRI

# of Institutions

Shares Held

4.78M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

826K
Shares

$22.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

786K
Shares

$21.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

573K
Shares

$15.8 Million
0.03% of portfolio
Tcp Asset Management, LLC Columbus, OH

290K
Shares

$8.03 Million
1.91% of portfolio
Ubs Group Ag

211K
Shares

$5.83 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rosenberg Matthew Hamilton, based on Form 13F filings with the SEC.

News

Stay updated on Rosenberg Matthew Hamilton with notifications on news.

Account

Rosenberg Matthew Hamilton First Tr S&P Reit Index Fd Transaction History