Fidelity Investments’s First Trust S&P REIT Index Fund FRI Stock Holding History

Fidelity Investments's FRI Position: Q2 2026 in Review

Fidelity Investments reduced its First Trust S&P REIT Index Fund (FRI) stake by 37% in Q2 2026, selling an estimated $4.37K and leaving 240 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4932.

Fidelity Investments first reported a position in FRI in Q1 2020 and has held it in 12 quarters since. The position peaked at $25K in Q1 2022. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

• Fidelity Investments held 240 shares of First Trust S&P REIT Index Fund worth $7.59K as of Q2 2026.
• Fidelity Investments sold 142 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $4.37K.
• First Trust S&P REIT Index Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4932 holding.
• Fidelity Investments first reported a position in First Trust S&P REIT Index Fund in Q1 2020 and has held it in 12 quarters since.
• Fidelity Investments's First Trust S&P REIT Index Fund position peaked at $25K in Q1 2022.
• 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.