AF
FRI icon

Advisornet Financial’s First Trust S&P REIT Index Fund FRI Stock Holding History

Advisornet Financial’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47
Closed -$1.32K – 2287
2025
Q3 		$1.32K Hold
47
– – ﹤0.01% 1929
2025
Q2 		$1.27K Buy
+47
New +$1.26K ﹤0.01% 1910

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
TFP
TrueWealth Financial Partners Bellevue, Washington $251M AUM 11.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisornet Financial's FRI Position: Q4 2025 in Review

Advisornet Financial sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2025, closing a stake of 47 shares — an estimated $1.32K sold.

Advisornet Financial first reported a position in FRI in Q2 2025 and held it in 2 quarters. The position peaked at $1.32K in Q3 2025. 68 funds tracked by Wall St. Rank hold FRI as of Q4 2025.

  • Advisornet Financial reported no remaining First Trust S&P REIT Index Fund position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 47 First Trust S&P REIT Index Fund shares in Q4 2025, an estimated $1.32K.
  • Advisornet Financial first reported a position in First Trust S&P REIT Index Fund in Q2 2025 and held it in 2 quarters.
  • Advisornet Financial's First Trust S&P REIT Index Fund position peaked at $1.32K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.