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Evelyn Partners Investment Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Evelyn Partners Investment 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
Q1 		$85.7K Hold
3,010
– – ﹤0.01% 253
2025
Q4 		$82.2K Hold
3,010
– – ﹤0.01% 259
2025
Q3 		$84.6K Buy
3,010
+460
+18% +$12.6K ﹤0.01% 253
2025
Q2 		$69K Hold
2,550
– – ﹤0.01% 265
2025
Q1 		$70.2K Hold
2,550
– – ﹤0.01% 256
2024
Q4 		$69.8K Buy
+2,550
New +$73.7K ﹤0.01% 260

Other funds holding FRI

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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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evelyn Partners Investment Management's FRI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its First Trust S&P REIT Index Fund (FRI) position steady in Q1 2026 at 3,010 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Evelyn Partners Investment Management first reported a position in FRI in Q4 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Evelyn Partners Investment Management held 3,010 shares of First Trust S&P REIT Index Fund worth $85.7K as of Q1 2026.
  • Evelyn Partners Investment Management left its First Trust S&P REIT Index Fund share count unchanged in Q1 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #253 holding.
  • Evelyn Partners Investment Management first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.