First Trust Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

First Trust Advisors’s Portfolio REFI Stock Details REFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11M	Buy	+111,180	New	+$1.17M	﹤0.01%	2217

Other funds holding REFI

Fielder Capital Group Nashville, Tennessee $523M AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors's REFI Position: Q3 2026 in Review

First Trust Advisors opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q3 2026: 111,180 shares worth $1.11M. The stake represents ﹤0.01% of the portfolio and ranks #2217 among its holdings.

65 funds tracked by Wall St. Rank hold REFI as of Q3 2026.

First Trust Advisors held 111,180 shares of Chicago Atlantic Real Estate Finance worth $1.11M as of Q3 2026.
Chicago Atlantic Real Estate Finance was a new First Trust Advisors position in Q3 2026.
Chicago Atlantic Real Estate Finance made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #2217 holding.
65 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.