The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
First Trust S&P REIT ETF FRI
Morningstar’s Analysis FRI
Will FRI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 10.84 | 11.8 Mil | Real Estate |
Equinix Inc | 7.12 | 7.8 Mil | Real Estate |
Welltower Inc | 4.72 | 5.2 Mil | Real Estate |
Simon Property Group Inc | 4.56 | 5.0 Mil | Real Estate |
Realty Income Corp | 4.32 | 4.7 Mil | Real Estate |
Public Storage | 4.24 | 4.6 Mil | Real Estate |
Digital Realty Trust Inc | 4.22 | 4.6 Mil | Real Estate |
Extra Space Storage Inc | 2.93 | 3.2 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 2.87 | 3.1 Mil | Real Estate |
AvalonBay Communities Inc | 2.60 | 2.8 Mil | Real Estate |