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

Csenge Advisory Group’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 Q3	$4.61M	Buy	+155,821	New	+$4.94M	0.18%	112

Other funds holding FRI

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Csenge Advisory Group's FRI Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in First Trust S&P REIT Index Fund (FRI) in Q3 2026: 155,821 shares worth $4.61M. The stake represents 0.18% of the portfolio and ranks #112 among its holdings.

23 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

Csenge Advisory Group held 155,821 shares of First Trust S&P REIT Index Fund worth $4.61M as of Q3 2026.
First Trust S&P REIT Index Fund was a new Csenge Advisory Group position in Q3 2026.
First Trust S&P REIT Index Fund made up 0.18% of Csenge Advisory Group's portfolio in Q3 2026, its #112 holding.
23 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.