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 Q2	$31.7K	Hold	1,000	–	–	﹤0.01%	3637
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Arax Advisory Partners's FRI Position: Q2 2026 in Review

Arax Advisory Partners held its First Trust S&P REIT Index Fund (FRI) position steady in Q2 2026 at 1,000 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

Arax Advisory Partners first reported a position in FRI in Q1 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

Arax Advisory Partners held 1,000 shares of First Trust S&P REIT Index Fund worth $31.7K as of Q2 2026.
Arax Advisory Partners left its First Trust S&P REIT Index Fund share count unchanged in Q2 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3637 holding.
Arax Advisory Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.