Farther Finance Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

Farther Finance Advisors’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	$11.5K	Buy	363 +27	+8%	+$831	﹤0.01%	4328
2026 Q1	$9.61K	Buy	+336	New	+$9.67K	﹤0.01%	4142

Other funds holding FRI

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's FRI Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust S&P REIT Index Fund (FRI) stake by 8% in Q2 2026, buying an estimated $831 and bringing the position to 363 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

Farther Finance Advisors first reported a position in FRI in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

Farther Finance Advisors held 363 shares of First Trust S&P REIT Index Fund worth $11.5K as of Q2 2026.
Farther Finance Advisors bought 27 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $831.
First Trust S&P REIT Index Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4328 holding.
Farther Finance Advisors first reported a position in First Trust S&P REIT Index Fund in Q1 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.