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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
Q2 		$5.39K Buy
+170
New +$5.23K ﹤0.01% 273

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Decker Retirement Planning's FRI Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in First Trust S&P REIT Index Fund (FRI) in Q2 2026: 170 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings.

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

  • Decker Retirement Planning held 170 shares of First Trust S&P REIT Index Fund worth $5.39K as of Q2 2026.
  • First Trust S&P REIT Index Fund was a new Decker Retirement Planning position in Q2 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #273 holding.
  • 8 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.