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Equitable Holdings’s First Trust S&P REIT Index Fund FRI Stock Holding History

Equitable Holdings’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
2024
Q4 		– Sell
-47,578
Closed -$1.41M – 1298
2024
Q3 		$1.41M Buy
+47,578
New +$1.33M 0.01% 583

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings's FRI Position: Q4 2024 in Review

Equitable Holdings sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2024, closing a stake of 47,578 shares — an estimated $1.41M sold.

Equitable Holdings first reported a position in FRI in Q3 2024 and held it in 1 quarter. The position peaked at $1.41M in Q3 2024. 74 funds tracked by Wall St. Rank hold FRI as of Q4 2024.

  • Equitable Holdings reported no remaining First Trust S&P REIT Index Fund position as of Q4 2024 after selling out during the quarter.
  • Equitable Holdings sold 47,578 First Trust S&P REIT Index Fund shares in Q4 2024, an estimated $1.41M.
  • Equitable Holdings first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and held it in 1 quarter.
  • Equitable Holdings's First Trust S&P REIT Index Fund position peaked at $1.41M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.