Crumly & Associates’s First Trust S&P REIT Index Fund FRI Stock Holding History

Crumly & Associates’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
2025 Q2	–	Sell	-13,906	Closed	-$383K	–	162
2025 Q1	$383K	Sell	13,906 -131,405	-90%	-$3.64M	0.11%	111
2024 Q4	$3.98M	Sell	145,311 -1,604	-1%	-$46.4K	1.08%	31
2024 Q3	$4.35M	Buy	+146,915	New	+$4.11M	1.2%	31

Other funds holding FRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Crumly & Associates's FRI Position: Q2 2025 in Review

Crumly & Associates sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2025, closing a stake of 13,906 shares — an estimated $383K sold.

Crumly & Associates first reported a position in FRI in Q3 2024 and held it in 3 quarters. The position peaked at $4.35M in Q3 2024. 63 funds tracked by Wall St. Rank hold FRI as of Q2 2025.

Crumly & Associates reported no remaining First Trust S&P REIT Index Fund position as of Q2 2025 after selling out during the quarter.
Crumly & Associates sold 13,906 First Trust S&P REIT Index Fund shares in Q2 2025, an estimated $383K.
Crumly & Associates first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and held it in 3 quarters.
Crumly & Associates's First Trust S&P REIT Index Fund position peaked at $4.35M in Q3 2024.
63 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.