FGAM
FRI icon

Financial Gravity Asset Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Financial Gravity Asset 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 		$3.47K Sell
122
-304
-71% -$8.75K ﹤0.01% 682
2025
Q4 		$11.6K Sell
426
-4,673
-92% -$130K ﹤0.01% 456
2025
Q3 		$143K Buy
+5,099
New +$140K 0.03% 183

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

Financial Gravity Asset Management's FRI Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust S&P REIT Index Fund (FRI) stake by 71% in Q1 2026, selling an estimated $8.75K and leaving 122 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Financial Gravity Asset Management first reported a position in FRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $143K in Q3 2025. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Financial Gravity Asset Management held 122 shares of First Trust S&P REIT Index Fund worth $3.47K as of Q1 2026.
  • Financial Gravity Asset Management sold 304 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $8.75K.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #682 holding.
  • Financial Gravity Asset Management first reported a position in First Trust S&P REIT Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Trust S&P REIT Index Fund position peaked at $143K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.