Fidelity Investments’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
Other funds holding FRI
Fidelity Investments's FRI Position: Q3 2026 in Review
Fidelity Investments reduced its First Trust S&P REIT Index Fund (FRI) stake by 72% in Q3 2026, selling an estimated $5.45K and leaving 68 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #5222.
Fidelity Investments first reported a position in FRI in Q1 2020 and has held it in 13 quarters since. The position peaked at $25.4K in Q1 2022. 34 funds tracked by Wall St. Rank hold FRI as of Q3 2026.
- Fidelity Investments held 68 shares of First Trust S&P REIT Index Fund worth $2.01K as of Q3 2026.
- Fidelity Investments sold 172 First Trust S&P REIT Index Fund shares in Q3 2026, an estimated $5.45K.
- First Trust S&P REIT Index Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #5222 holding.
- Fidelity Investments first reported a position in First Trust S&P REIT Index Fund in Q1 2020 and has held it in 13 quarters since.
- Fidelity Investments's First Trust S&P REIT Index Fund position peaked at $25.4K in Q1 2022.
- 34 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.
Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.