COTTONWOOD CAPITAL ADVISORS, LLC
Position in FRI — First Trust S&P REIT Index Fund
CIK 1903321
SALT LAKE CITY, UT
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 | $523,806 | 18,405 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 FRI | $528,175 | 19,340 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 FRI | $543,731 | 19,343 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 FRI | $520,144 | 19,229 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 FRI | $530,007 | 19,266 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 FRI | $556,349 | 20,327 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 FRI | $632,695 | 21,346 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 FRI | $708,620 | 27,605 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 FRI | $734,841 | 28,274 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 FRI | $773,843 | 29,491 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FRI | $678,964 | 29,714 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 FRI | $780,678 | 31,722 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 FRI | $811,171 | 33,313 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 FRI | $804,265 | 33,539 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 FRI | $836,910 | 36,340 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 FRI | $1,116,060 | 43,359 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 FRI | $1,203,540 | 38,575 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 FRI | $1,093,110 | 33,531 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||