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Ameritas Advisory Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Ameritas Advisory Services’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
-26
Closed -$690 – 2412
2025
Q2 		$690 Buy
+26
New +$698 ﹤0.01% 2667

Other funds holding FRI

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

Ameritas Advisory Services's FRI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2025, closing a stake of 26 shares — an estimated $690 sold.

Ameritas Advisory Services first reported a position in FRI in Q2 2025 and held it in 1 quarter. The position peaked at $690 in Q2 2025. 60 funds tracked by Wall St. Rank hold FRI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining First Trust S&P REIT Index Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 26 First Trust S&P REIT Index Fund shares in Q3 2025, an estimated $690.
  • Ameritas Advisory Services first reported a position in First Trust S&P REIT Index Fund in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's First Trust S&P REIT Index Fund position peaked at $690 in Q2 2025.
  • 60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.