FRI

First Trust S&p Reit Index F

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of First Trust S&p Reit Index F (FRI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust S&p Reit Index F (FRI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust S&p Reit Index F (FRI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust S&p Reit Index F (FRI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Becki Goebel@Tcp Asset Management, Llc
Recent Activity
New Position
1.76%
$7.948M
290,400 shares@ 27.37 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
New Position
0.71%
$1.08M
39,474 shares@ 27.37 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -43.77%
0.01%
$251,000
9,156 shares@ 27.42 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
0.12%
$148,000
5,410 shares@ 27.36 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
0.01%
$111,369
4,069 shares@ 27.38 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
New Position
0.01%
$411
15 shares@ 27.4 avg price