M Holdings Securities, Inc.
Broker-DealerPosition in FRI — First Trust S&P REIT Index Fund
CIK 1569638
PORTLAND, OR
All Filings in FRI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 FRI | $578,696 | 22,054 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FRI | $503,933 | 22,054 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 FRI | $542,748 | 22,054 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 FRI | $537,014 | 22,054 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 FRI | $528,854 | 22,054 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 FRI | $507,903 | 22,054 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 FRI | $568,956 | 22,104 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 FRI | $728,707 | 23,356 | Shares | Sole | 2022-05-24 | |
| No filing history on record for this holder in this stock. | ||||||