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Benson Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Benson Wealth Management’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 		$8.4K Hold
265
– – 0.01% 185
2026
Q1 		$7.54K Hold
265
– – 0.01% 177
2025
Q4 		$7.24K Buy
+265
New +$7.36K 0.01% 176

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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
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

Benson Wealth Management's FRI Position: Q2 2026 in Review

Benson Wealth Management held its First Trust S&P REIT Index Fund (FRI) position steady in Q2 2026 at 265 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #185.

Benson Wealth Management first reported a position in FRI in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • Benson Wealth Management held 265 shares of First Trust S&P REIT Index Fund worth $8.4K as of Q2 2026.
  • Benson Wealth Management 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 Benson Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Benson Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.