CA
FRI icon

Continuum Advisory’s First Trust S&P REIT Index Fund FRI Stock Holding History

Continuum Advisory’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 		$3.65K Buy
+115
New +$3.54K ﹤0.01% 1564

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

Continuum Advisory's FRI Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust S&P REIT Index Fund (FRI) in Q2 2026: 115 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings.

69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • Continuum Advisory held 115 shares of First Trust S&P REIT Index Fund worth $3.65K as of Q2 2026.
  • First Trust S&P REIT Index Fund was a new Continuum Advisory position in Q2 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1564 holding.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.