FP
FRI icon

Financial Perspectives’s First Trust S&P REIT Index Fund FRI Stock Holding History

Financial Perspectives’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 		$59K Buy
2,072
+5
+0.2% +$144 0.02% 290
2025
Q4 		$56.5K Buy
2,067
+15
+0.7% +$416 0.02% 296
2025
Q3 		$57.7K Buy
2,052
+7
+0.3% +$192 0.02% 293
2025
Q2 		$55.3K Hold
2,045
– – 0.02% 290
2025
Q1 		$56.2K Buy
2,045
+632
+45% +$17.5K 0.02% 283
2024
Q4 		$38.7K Hold
1,413
– – 0.01% 326
2024
Q3 		$41.9K Buy
1,413
+2
+0.1% +$56 0.01% 299
2024
Q2 		$36.2K Buy
+1,411
New +$35.3K 0.01% 311

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 Perspectives's FRI Position: Q1 2026 in Review

Financial Perspectives increased its First Trust S&P REIT Index Fund (FRI) stake by 0.24% in Q1 2026, buying an estimated $144 and bringing the position to 2,072 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #290.

Financial Perspectives first reported a position in FRI in Q2 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Financial Perspectives held 2,072 shares of First Trust S&P REIT Index Fund worth $59K as of Q1 2026.
  • Financial Perspectives bought 5 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $144.
  • First Trust S&P REIT Index Fund made up 0.02% of Financial Perspectives's portfolio in Q1 2026, its #290 holding.
  • Financial Perspectives first reported a position in First Trust S&P REIT Index Fund in Q2 2024 and has held it in 8 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.