Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC 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 Q3 | REDUCED | 9,887 | -2,184 | -18.1% | 0.00% | $278K | $27.77 |
| 2025 Q2 | REDUCED | 12,071 | -2,544 | -17.4% | 0.00% | $327K | $26.56 |
| 2025 Q1 | REDUCED | 14,615 | -18,513 | -55.9% | 0.00% | $402K | $26.82 |
| 2024 Q4 | ADDED | 33,128 | +1,072 | +3.3% | 0.00% | $907K | $26.57 |
As of 2025 Q4 — sorted by position size