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Decker Retirement Planning’s First Trust S&P REIT Index Fund FRI Stock Holding History

Decker Retirement Planning’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 		– Sell
-170
Closed -$5.39K – 412
2026
Q2 		$5.39K Buy
+170
New +$5.23K ﹤0.01% 273

Other funds holding FRI

TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Decker Retirement Planning's FRI Position: Q3 2026 in Review

Decker Retirement Planning sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2026, closing a stake of 170 shares — an estimated $5.39K sold.

Decker Retirement Planning first reported a position in FRI in Q2 2026 and held it in 1 quarter. The position peaked at $5.39K in Q2 2026. 9 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

  • Decker Retirement Planning reported no remaining First Trust S&P REIT Index Fund position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 170 First Trust S&P REIT Index Fund shares in Q3 2026, an estimated $5.39K.
  • Decker Retirement Planning first reported a position in First Trust S&P REIT Index Fund in Q2 2026 and held it in 1 quarter.
  • Decker Retirement Planning's First Trust S&P REIT Index Fund position peaked at $5.39K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.