Encompass More Asset Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Encompass More Asset Management’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	$258K	Buy	+8,727	New	+$276K	0.04%	218

Other funds holding FRI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 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

Encompass More Asset Management's FRI Position: Q3 2026 in Review

Encompass More Asset Management opened a new position in First Trust S&P REIT Index Fund (FRI) in Q3 2026: 8,727 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings.

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

Encompass More Asset Management held 8,727 shares of First Trust S&P REIT Index Fund worth $258K as of Q3 2026.
First Trust S&P REIT Index Fund was a new Encompass More Asset Management position in Q3 2026.
First Trust S&P REIT Index Fund made up 0.04% of Encompass More Asset Management's portfolio in Q3 2026, its #218 holding.
36 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.