Benjamin Edwards Inc’s First Trust S&P REIT Index Fund FRI Stock Holding History

Benjamin Edwards Inc’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	$2.3M	Sell	80,659 -3,798	-4%	-$109K	0.02%	505
2025 Q4	$2.31M	Sell	84,457 -14,727	-15%	-$409K	0.03%	466
2025 Q3	$2.79M	Buy	99,184 +45,635	+85%	+$1.25M	0.03%	425
2025 Q2	$1.45M	Sell	53,549 -81,719	-60%	-$2.19M	0.02%	523
2025 Q1	$3.72M	Buy	135,268 +111,433	+468%	+$3.08M	0.05%	305
2024 Q4	$653K	Sell	23,835 -4,275	-15%	-$124K	0.01%	745
2024 Q3	$833K	Buy	+28,110	New	+$787K	0.01%	641

Other funds holding FRI

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

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 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 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benjamin Edwards Inc's FRI Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its First Trust S&P REIT Index Fund (FRI) stake by 4.5% in Q1 2026, selling an estimated $109K and leaving 80,659 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #505.

Benjamin Edwards Inc first reported a position in FRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.72M in Q1 2025. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

Benjamin Edwards Inc held 80,659 shares of First Trust S&P REIT Index Fund worth $2.3M as of Q1 2026.
Benjamin Edwards Inc sold 3,798 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $109K.
First Trust S&P REIT Index Fund made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #505 holding.
Benjamin Edwards Inc first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's First Trust S&P REIT Index Fund position peaked at $3.72M in Q1 2025.
70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.