Cerity Partners LLC

Position in FRI — First Trust S&P REIT Index Fund

CIK 1566475 NEW YORK, NY

Back to FRI Full portfolio

All Filings in FRI

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FRI	$232,347	8,164	0.0%	Shares	Sole	2026-05-15
2025-12-31 FRI	$222,958	8,164	-50.5%	Shares	Sole	2026-02-11
2025-09-30 FRI	$463,533	16,490	-45.8%	Shares	Sole	2025-10-22
2025-06-30 FRI	$822,347	30,401	+85.6%	Shares	Sole	2025-08-13
2025-03-31 FRI	$450,696	16,383	+0.2%	Shares	Sole	2025-04-30
2024-12-31 FRI	$447,472	16,349	+0.8%	Shares	Sole	2025-02-13
2024-09-30 FRI	$480,909	16,225	-0.7%	Shares	Sole	2024-11-12
2024-06-30 FRI	$419,293	16,334	+1.4%	Shares	Sole	2024-08-13
2024-03-31 FRI	$418,828	16,115	+0.7%	Shares	Defined	2024-05-14
2023-12-31 FRI	$419,997	16,006	-0.4%	Shares	Sole	2024-01-26
2023-06-30 FRI	$395,679	16,078	+1.5%	Shares	Sole	2023-08-14
2023-03-31 FRI	$385,533	15,833	-4.4%	Shares	Sole	2023-05-11
2022-12-31 FRI	$397,108	16,560	+128.9%	Shares	Sole	2023-02-15
2022-03-31 FRI	$225,700	7,234	-2.3%	Shares	Sole	2022-04-25
2021-12-31 FRI	$241,468	7,407	+0.2%	Shares	Sole	2022-02-14
2021-09-30 FRI	$209,017	7,391	+0.4%	Shares	Sole	2021-10-25
2021-06-30 FRI	$206,402	7,361	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.