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FRIFRI
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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in FIRST TRUST S&P REIT INDEX FUND

STIFEL FINANCIAL CORP holds 33,215 shares of FRI (FIRST TRUST S&P REIT INDEX FUND), worth $1.1M as of 2026-Q2. The position was increased (+175.0% shares). FRI represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$1.1M

Current Shares

33,215

Total Value Change

-$1.8M

Total Shares Change

-63,352

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
33,215
+175.0%
$1.1M0.0%$31.70
40
2026-Q1
Decreased
12,078
-75.3%
$343,7540.0%$30.13
0
2025-Q4
Increased
48,804
+261.4%
$1.3M0.0%$27.55
41
2025-Q3
Decreased
13,506
-85.8%
$379,6570.0%$27.57
0
2025-Q2
Increased
95,050
+70.1%
$2.6M0.0%$26.41
39
2025-Q1
Decreased
55,893
-41.1%
$1.5M0.0%$26.51
0
2024-Q4
Decreased
94,980
-1.6%
$2.6M0.0%$26.30
0
2024-Q3
Increased
96,567
+59.6%
$2.9M0.0%$28.17
38

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

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