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Ancora Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

Ancora Advisors’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
2026
Q1 		$56.6K Buy
1,989
+6
+0.3% +$173 ﹤0.01% 1097
2025
Q4 		$54.1K Buy
1,983
+24
+1% +$666 ﹤0.01% 1125
2025
Q3 		$55.1K Buy
1,959
+12
+0.6% +$330 ﹤0.01% 1012
2025
Q2 		$52.7K Buy
1,947
+14
+0.7% +$376 ﹤0.01% 1013
2025
Q1 		$53.2K Buy
1,933
+8
+0.4% +$221 ﹤0.01% 1004
2024
Q4 		$52.7K Buy
1,925
+31
+2% +$896 ﹤0.01% 988
2024
Q3 		$56.1K Buy
1,894
+1
+0.1% +$28 ﹤0.01% 962
2024
Q2 		$48.6K Buy
1,893
+4
+0.2% +$100 ﹤0.01% 951
2024
Q1 		$49.1K Buy
1,889
+2
+0.1% +$51 ﹤0.01% 968
2023
Q4 		$49.5K Buy
1,887
+4
+0.2% +$95 ﹤0.01% 950
2023
Q3 		$43K Hold
1,883
– – ﹤0.01% 951
2023
Q2 		$46.4K Buy
1,883
+5
+0.3% +$121 ﹤0.01% 923
2023
Q1 		$45.7K Buy
+1,878
New +$47.1K ﹤0.01% 931

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ancora Advisors's FRI Position: Q1 2026 in Review

Ancora Advisors increased its First Trust S&P REIT Index Fund (FRI) stake by 0.3% in Q1 2026, buying an estimated $173 and bringing the position to 1,989 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Ancora Advisors first reported a position in FRI in Q1 2023 and has held it in 13 quarters since. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Ancora Advisors held 1,989 shares of First Trust S&P REIT Index Fund worth $56.6K as of Q1 2026.
  • Ancora Advisors bought 6 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $173.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1097 holding.
  • Ancora Advisors first reported a position in First Trust S&P REIT Index Fund in Q1 2023 and has held it in 13 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.