CX Institutional’s First Trust S&P REIT Index Fund FRI Stock Holding History

CX Institutional’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	$23K	Sell	733 -27,026	-97%	-$832K	﹤0.01%	1144
2026 Q1	$790K	Buy	27,759 +24,401	+727%	+$703K	0.02%	373
2025 Q4	$92K	Sell	3,358 -6,803	-67%	-$189K	﹤0.01%	867
2025 Q3	$286K	Buy	10,161 +4,611	+83%	+$127K	0.01%	582
2025 Q2	$150K	Sell	5,550 -23,414	-81%	-$628K	0.01%	696
2025 Q1	$797K	Buy	+28,964	New	+$801K	0.03%	305
2023 Q1	–	Sell	-13,561	Closed	-$325K	–	510
2022 Q4	$325K	Buy	+13,561	New	+$326K	0.02%	421

Other funds holding FRI

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

CX Institutional's FRI Position: Q2 2026 in Review

CX Institutional reduced its First Trust S&P REIT Index Fund (FRI) stake by 97% in Q2 2026, selling an estimated $832K and leaving 733 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

CX Institutional first reported a position in FRI in Q4 2022 and has held it in 7 quarters since. The position peaked at $797K in Q1 2025. 20 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

CX Institutional held 733 shares of First Trust S&P REIT Index Fund worth $23K as of Q2 2026.
CX Institutional sold 27,026 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $832K.
First Trust S&P REIT Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1144 holding.
CX Institutional first reported a position in First Trust S&P REIT Index Fund in Q4 2022 and has held it in 7 quarters since.
CX Institutional's First Trust S&P REIT Index Fund position peaked at $797K in Q1 2025.
20 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.