Cambridge Investment Research Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-199,957
| Closed | -$5.41M | – | 3759 |
|
|
2025
Q2 | $5.41M | Buy |
199,957
+192,034
| +2,424% | +$5.15M | 0.02% | 806 |
|
|
2025
Q1 | $218K | Sell |
7,923
-190,333
| -96% | -$5.27M | ﹤0.01% | 3132 |
|
|
2024
Q4 | $5.43M | Sell |
198,256
-161,251
| -45% | -$4.66M | 0.02% | 763 |
|
|
2024
Q3 | $10.7M | Buy |
359,507
+344,381
| +2,277% | +$9.64M | 0.04% | 478 |
|
|
2024
Q2 | $388K | Sell |
15,126
-3,095
| -17% | -$77.5K | ﹤0.01% | 2500 |
|
|
2024
Q1 | $474K | Sell |
18,221
-1,380
| -7% | -$35.3K | ﹤0.01% | 2319 |
|
|
2023
Q4 | $514K | Sell |
19,601
-1,746
| -8% | -$41.4K | ﹤0.01% | 2157 |
|
|
2023
Q3 | $488K | Buy |
21,347
+9,586
| +82% | +$235K | ﹤0.01% | 2107 |
|
|
2023
Q2 | $289K | Buy |
11,761
+835
| +8% | +$20.2K | ﹤0.01% | 2558 |
|
|
2023
Q1 | $266K | Buy |
+10,926
| New | +$274K | ﹤0.01% | 2590 |
|
|
2022
Q4 | – | Sell |
-9,823
| Closed | -$226K | – | 3138 |
|
|
2022
Q3 | $226K | Sell |
9,823
-13,044
| -57% | -$346K | ﹤0.01% | 2599 |
|
|
2022
Q2 | $589K | Buy |
22,867
+1,865
| +9% | +$52.9K | ﹤0.01% | 1842 |
|
|
2022
Q1 | $655K | Sell |
21,002
-69,210
| -77% | -$2.09M | ﹤0.01% | 1892 |
|
|
2021
Q4 | $2.94M | Buy |
90,212
+10,284
| +13% | +$316K | 0.01% | 933 |
|
|
2021
Q3 | $2.26M | Buy |
79,928
+70,728
| +769% | +$2.07M | 0.01% | 1026 |
|
|
2021
Q2 | $258K | Buy |
+9,200
| New | +$251K | ﹤0.01% | 2589 |
|
|
2018
Q2 | – | Sell |
-87,535
| Closed | -$1.86M | – | 2217 |
|
|
2018
Q1 | $1.86M | Buy |
87,535
+42,130
| +93% | +$904K | 0.02% | 649 |
|
|
2017
Q4 | $1.06M | Buy |
45,405
+8,490
| +23% | +$199K | 0.01% | 874 |
|
|
2017
Q3 | $859K | Buy |
36,915
+14,810
| +67% | +$345K | 0.01% | 916 |
|
|
2017
Q2 | $514K | Buy |
22,105
+4,733
| +27% | +$110K | 0.01% | 1182 |
|
|
2017
Q1 | $400K | Buy |
17,372
+3,885
| +29% | +$89.9K | 0.01% | 1190 |
|
|
2016
Q4 | $311K | Buy |
13,487
+2,469
| +22% | +$56K | 0.01% | 1251 |
|
|
2016
Q3 | $267K | Buy |
11,018
+221
| +2% | +$5.49K | 0.01% | 1373 |
|
|
2016
Q2 | $266K | Buy |
+10,797
| New | +$252K | 0.01% | 1223 |
|
|
2016
Q1 | – | Sell |
-11,643
| Closed | -$257K | – | 1618 |
|
|
2015
Q4 | $257K | Sell |
11,643
-820
| -7% | -$17.9K | 0.01% | 1199 |
|
|
2015
Q3 | $260K | Sell |
12,463
-4,051
| -25% | -$85.7K | 0.01% | 1098 |
|
|
2015
Q2 | $340K | Sell |
16,514
-2,230
| -12% | -$49K | 0.01% | 1003 |
|
|
2015
Q1 | $435K | Buy |
18,744
+1,453
| +8% | +$33.8K | 0.01% | 863 |
|
|
2014
Q4 | $385K | Sell |
17,291
-3,377
| -16% | -$72.5K | 0.01% | 900 |
|
|
2014
Q3 | $406K | Sell |
20,668
-4,962
| -19% | -$102K | 0.01% | 927 |
|
|
2014
Q2 | $524K | Buy |
+25,630
| New | +$513K | 0.02% | 734 |
|
Other funds holding FRI
AFS
TAM
BEI
AWM
Cambridge Investment Research Advisors's FRI Position: Q3 2025 in Review
Cambridge Investment Research Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2025, closing a stake of 199,957 shares — an estimated $5.41M sold.
Cambridge Investment Research Advisors first reported a position in FRI in Q2 2014 and held it in 31 quarters. The position peaked at $10.7M in Q3 2024. 60 funds tracked by Wall St. Rank hold FRI as of Q3 2025.
- Cambridge Investment Research Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2025 after selling out during the quarter.
- Cambridge Investment Research Advisors sold 199,957 First Trust S&P REIT Index Fund shares in Q3 2025, an estimated $5.41M.
- Cambridge Investment Research Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2014 and held it in 31 quarters.
- Cambridge Investment Research Advisors's First Trust S&P REIT Index Fund position peaked at $10.7M in Q3 2024.
- 60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2025.
Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.