How many shares of FRI does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 53,540 shares of FRI (FIRST TRUST S&P REIT INDEX FUND).

What is ENVESTNET ASSET MANAGEMENT INC's FRI position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's FRI position is worth $1.7M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling FRI?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their FRI position (+7.6% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy FRI?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in FRI in 2019-Q1. They have held the position across 30 quarters.

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ENVESTNET ASSET MANAGEMENT INC

FRI
30 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in FIRST TRUST S&P REIT INDEX FUND

Current Value

$1.7M

Current Shares

53,540

Total Value Change

+$1.5M

Total Shares Change

+45,121

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	53,540	+7.6%	$1.7M	0.0%	$31.70	28
2026-Q1	Increased	49,768	+16.7%	$1.4M	0.0%	$30.13	30
2025-Q4	Increased	42,641	+2.4%	$1.2M	0.0%	$27.55	26
2025-Q3	Increased	41,649	+5.9%	$1.2M	0.0%	$27.57	27
2025-Q2	Increased	39,325	+5.0%	$1.1M	0.0%	$26.41	26
2025-Q1	Decreased	37,467	-24.2%	$1M	0.0%	$26.51	0
2024-Q4	Increased	49,414	+3.2%	$1.4M	0.0%	$26.30	26
2024-Q3	Decreased	47,893	-0.7%	$1.4M	0.0%	$28.17	0
2024-Q2	Increased	48,246	+0.5%	$1.2M	0.0%	$24.46	25
2024-Q1	Decreased	48,001	-5.1%	$1.2M	0.0%	$24.49	0
2023-Q4	Decreased	50,582	-15.7%	$1.3M	0.0%	$24.63	0
2023-Q3	Decreased	60,013	-6.8%	$1.4M	0.0%	$21.22	0
2023-Q2	Decreased	64,424	-46.2%	$1.6M	0.0%	$22.75	0
2023-Q1	Increased	119,745	+3.6%	$2.9M	0.0%	$21.78	27
2022-Q4	Increased	115,523	+15.7%	$2.8M	0.0%	$21.74	30
2022-Q3	Increased	99,809	+13.6%	$2.3M	0.0%	$20.41	30
2022-Q2	Decreased	87,844	-7.8%	$2.3M	0.0%	$23.08	0
2022-Q1	Increased	95,314	+43.6%	$3M	0.0%	$28.05	36
2021-Q4	Increased	66,393	+23.8%	$2.2M	0.0%	$28.79	32
2021-Q3	Increased	53,650	+54.7%	$1.5M	0.0%	$25.25	36
2021-Q2	Increased	34,672	+10.7%	$972,000	0.0%	$24.68	28
2021-Q1	Increased	31,308	+18.1%	$789,000	0.0%	$22.17	29
2020-Q4	Increased	26,498	+22.9%	$616,000	0.0%	$20.03	30
2020-Q3	Decreased	21,555	-2.6%	$455,000	0.0%	$18.15	0
2020-Q2	Decreased	22,138	-15.5%	$463,000	0.0%	$17.71	0
2020-Q1	Increased	26,189	+105.6%	$496,000	0.0%	$16.37	39
2019-Q4	Increased	12,738	+45.9%	$333,000	0.0%	$21.82	32
2019-Q3	New	8,730	-	$232,000	0.0%	$22.19	32
2019-Q2	Exited	0	-100.0%	$0	0.0%	$20.66	0
2019-Q1	New	8,419	-	$210,000	0.0%	$20.56	32

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

FRI30 quarters

FRI
30 quarters