Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust S&P REIT Index Fund FRI Stock Holding History

Cetera Investment Advisers’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 		$14.2M Buy
497,818
+2,350
+0.5% +$67.7K 0.02% 858
2025
Q4 		$13.5M Sell
495,468
-21,995
-4% -$611K 0.01% 859
2025
Q3 		$14.5M Buy
517,463
+34,834
+7% +$957K 0.02% 792
2025
Q2 		$13.1M Sell
482,629
-41,739
-8% -$1.12M 0.02% 686
2025
Q1 		$14.4M Sell
524,368
-48,220
-8% -$1.33M 0.03% 592
2024
Q4 		$15.7M Buy
572,588
+161,849
+39% +$4.68M 0.03% 507
2024
Q3 		$12.2M Buy
410,739
+335,530
+446% +$9.4M 0.03% 611
2024
Q2 		$1.93M Buy
75,209
+42,823
+132% +$1.07M ﹤0.01% 1605
2024
Q1 		$842K Buy
32,386
+10,066
+45% +$258K ﹤0.01% 2211
2023
Q4 		$586K Sell
22,320
-1,185
-5% -$28.1K ﹤0.01% 1407
2023
Q3 		$537K Sell
23,505
-7,092
-23% -$174K ﹤0.01% 1379
2023
Q2 		$753K Sell
30,597
-3,236
-10% -$78.2K 0.01% 1211
2023
Q1 		$824K Buy
33,833
+1,329
+4% +$33.3K 0.01% 1126
2022
Q4 		$779K Buy
32,504
+15,052
+86% +$362K 0.01% 1114
2022
Q3 		$402K Buy
17,452
+4,742
+37% +$126K 0.01% 1096
2022
Q2 		$327K Buy
+12,710
New +$360K 0.01% 1358

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
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 $5B AUM 26.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's FRI Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust S&P REIT Index Fund (FRI) stake by 0.47% in Q1 2026, buying an estimated $67.7K and bringing the position to 497,818 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #858.

Cetera Investment Advisers first reported a position in FRI in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.7M in Q4 2024. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Cetera Investment Advisers held 497,818 shares of First Trust S&P REIT Index Fund worth $14.2M as of Q1 2026.
  • Cetera Investment Advisers bought 2,350 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $67.7K.
  • First Trust S&P REIT Index Fund made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #858 holding.
  • Cetera Investment Advisers first reported a position in First Trust S&P REIT Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's First Trust S&P REIT Index Fund position peaked at $15.7M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.