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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
Q2 		– Sell
-2,347
Closed -$66.8K – 948
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Evolution Wealth Management's FRI Position: Q2 2026 in Review

Evolution Wealth Management sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2026, closing a stake of 2,347 shares — an estimated $66.8K sold.

Evolution Wealth Management first reported a position in FRI in Q2 2025 and held it in 4 quarters. The position peaked at $66.8K in Q1 2026. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • Evolution Wealth Management reported no remaining First Trust S&P REIT Index Fund position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 2,347 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $66.8K.
  • Evolution Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q2 2025 and held it in 4 quarters.
  • Evolution Wealth Management's First Trust S&P REIT Index Fund position peaked at $66.8K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.