Beacon Financial Advisory LLC

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

CIK 1800502 Cleveland, OH

Back to FRI Full portfolio

All Filings in FRI

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-12-31 FRI	$265,994	10,137	+0.1%	Shares	Sole	2024-01-23
2023-09-30 FRI	$231,333	10,124	0.0%	Shares	Sole	2023-10-25
2023-06-30 FRI	$249,151	10,124	-21.9%	Shares	Sole	2023-07-17
2023-03-31 FRI	$315,722	12,966	+0.5%	Shares	Sole	2023-04-18
2022-12-31 FRI	$309,270	12,897	-3.1%	Shares	Sole	2023-01-20
2022-09-30 FRI	$306,391	13,304	+0.3%	Shares	Sole	2022-10-21
2022-06-30 FRI	$341,363	13,262	+0.3%	Shares	Sole	2022-07-25
2022-03-31 FRI	$412,588	13,224	+0.2%	Shares	Sole	2022-04-27
2021-12-31 FRI	$430,417	13,203	+0.4%	Shares	Sole	2022-01-21
2021-09-30 FRI	$371,853	13,149	+0.1%	Shares	Sole	2021-11-15
2021-06-30 FRI	$368,277	13,134	+0.1%	Shares	Sole	2021-07-14
2021-03-31 FRI	$330,548	13,117	+0.1%	Shares	Sole	2021-04-20
2020-12-31 FRI	$304,444	13,100	+0.6%	Shares	Sole	2021-01-25
2020-09-30 FRI	$274,679	13,018	+0.3%	Shares	Sole	2020-10-08
2020-06-30 FRI	$271,713	12,982	-36.2%	Shares	Sole	2020-07-07
2020-03-31 FRI	$384,960	20,336	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.