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FRIFRI
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in FIRST TRUST S&P REIT INDEX FUND

RAYMOND JAMES FINANCIAL INC holds 20,697 shares of FRI (FIRST TRUST S&P REIT INDEX FUND), worth $656,044 as of 2026-Q2. The position was decreased (-38.3% shares). FRI represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$656,044

Current Shares

20,697

Total Value Change

-$1.4M

Total Shares Change

-55,400

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
20,697
-38.3%
$656,0440.0%$31.70
0
2026-Q1
Decreased
33,553
-28.1%
$954,8970.0%$30.13
0
2025-Q4
Increased
46,699
+72.2%
$1.3M0.0%$27.55
38
2025-Q3
Decreased
27,114
-75.5%
$762,1630.0%$27.57
0
2025-Q2
Increased
110,493
+60.3%
$3M0.0%$26.41
38
2025-Q1
Decreased
68,946
-9.4%
$1.9M0.0%$26.51
0
2024-Q4
New
76,097
-
$2.1M0.0%$26.30
36

Other major holders of FRI: LPL Financial LLC, MORGAN STANLEY

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