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Evolution Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Evolution Wealth 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 		$66.8K Buy
2,347
+107
+5% +$3.08K 0.05% 226
2025
Q4 		$61.2K Buy
2,240
+310
+16% +$8.61K 0.05% 219
2025
Q3 		$54.3K Hold
1,930
– – 0.06% 196
2025
Q2 		$52.2K Buy
+1,930
New +$51.8K 0.06% 175

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
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 $4.48B AUM 19.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Management's FRI Position: Q1 2026 in Review

Evolution Wealth Management increased its First Trust S&P REIT Index Fund (FRI) stake by 4.8% in Q1 2026, buying an estimated $3.08K and bringing the position to 2,347 shares worth $66.8K. The position accounts for 0.05% of the portfolio, ranked #226.

Evolution Wealth Management first reported a position in FRI in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Evolution Wealth Management held 2,347 shares of First Trust S&P REIT Index Fund worth $66.8K as of Q1 2026.
  • Evolution Wealth Management bought 107 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $3.08K.
  • First Trust S&P REIT Index Fund made up 0.05% of Evolution Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Evolution Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q2 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.