Kestra Advisory Services, LLC
Position in FRI — First Trust S&P REIT Index Fund
CIK 1830819
AUSTIN, TX
All Filings in FRI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FRI | $277,798 | 9,761 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 FRI | $208,730 | 7,643 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 FRI | $269,363 | 9,958 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 FRI | $207,425 | 7,540 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 FRI | $439,315 | 16,051 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FRI | $238,483 | 8,046 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 FRI | $258,599 | 10,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FRI | $267,748 | 10,302 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FRI | $329,968 | 12,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FRI | $431,408 | 18,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FRI | $259,610 | 10,549 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 FRI | $236,316 | 9,705 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 FRI | $257,401 | 10,734 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FRI | $351,000 | 15,241 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 FRI | $401,415 | 15,595 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 FRI | $462,103 | 14,811 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 FRI | $512,080 | 15,708 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 FRI | $621,000 | 21,959 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||