Ownership history in BENJAMIN EDWARDS INC · 6 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in FIRST TR S&P REIT INDEX FD (FRI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 84,457 | -14,727 | -14.8% | 0.03% | $2.3M | $27.31 |
| 2025 Q3 | ADDED | 99,184 | +45,635 | +85.2% | 0.03% | $2.8M | $27.77 |
| 2025 Q2 | REDUCED | 53,549 | -81,719 | -60.4% | 0.02% | $1.4M | $26.56 |
| 2025 Q1 | ADDED | 135,268 | +111,433 | +467.5% | 0.05% | $3.7M | $26.82 |
| 2024 Q4 | REDUCED | 23,835 | -4,275 | -15.2% | 0.01% | $653K | $26.57 |
| 2024 Q3 | INITIATED | 28,110 | — | — | 0.01% | $833K | $28.34 |
As of 2025 Q4 — sorted by position size