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Arax Advisory Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Arax Advisory Partners’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 		$28.5K Hold
1,000
– – ﹤0.01% 1927
2025
Q4 		$27.3K Buy
+1,000
New +$27.8K ﹤0.01% 1942
2025
Q3 		– Sell
-1,000
Closed -$27.1K – 3853
2025
Q2 		$27.1K Hold
1,000
– – ﹤0.01% 1529
2025
Q1 		$27.5K Buy
+1,000
New +$27.7K ﹤0.01% 1166

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

Arax Advisory Partners's FRI Position: Q1 2026 in Review

Arax Advisory Partners held its First Trust S&P REIT Index Fund (FRI) position steady in Q1 2026 at 1,000 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Arax Advisory Partners first reported a position in FRI in Q1 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Arax Advisory Partners held 1,000 shares of First Trust S&P REIT Index Fund worth $28.5K as of Q1 2026.
  • Arax Advisory Partners left its First Trust S&P REIT Index Fund share count unchanged in Q1 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1927 holding.
  • Arax Advisory Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.