AmeriFlex Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

AmeriFlex Group’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 Q3	–	Sell	-24	Closed	-$643	–	1164
2025 Q2	$643	Hold	24	–	–	﹤0.01%	1021
2025 Q1	$660	Hold	24	–	–	﹤0.01%	1224
2024 Q4	$664	Buy	+24	New	+$694	﹤0.01%	1118

Other funds holding FRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AmeriFlex Group's FRI Position: Q3 2025 in Review

AmeriFlex Group sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2025, closing a stake of 24 shares — an estimated $643 sold.

AmeriFlex Group first reported a position in FRI in Q4 2024 and held it in 3 quarters. The position peaked at $664 in Q4 2024. 60 funds tracked by Wall St. Rank hold FRI as of Q3 2025.

AmeriFlex Group reported no remaining First Trust S&P REIT Index Fund position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 24 First Trust S&P REIT Index Fund shares in Q3 2025, an estimated $643.
AmeriFlex Group first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's First Trust S&P REIT Index Fund position peaked at $664 in Q4 2024.
60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.