GI
FRI icon

GAMMA Investing’s First Trust S&P REIT Index Fund FRI Stock Holding History

GAMMA Investing’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
Q2 		$97.6K Hold
3,079
– – ﹤0.01% 1829
2026
Q1 		$87.6K Buy
3,079
+862
+39% +$24.8K ﹤0.01% 1781
2025
Q4 		$60.5K Sell
2,217
-1,852
-46% -$51.4K ﹤0.01% 1940
2025
Q3 		$114K Hold
4,069
– – 0.01% 1400
2025
Q2 		$110K Hold
4,069
– – 0.01% 1369
2025
Q1 		$112K Hold
4,069
– – 0.01% 1161
2024
Q4 		$111K Hold
4,069
– – 0.01% 1030
2024
Q3 		$121K Hold
4,069
– – 0.01% 880
2024
Q2 		$104K Buy
+4,069
New +$102K 0.01% 757

Other funds holding FRI

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing's FRI Position: Q2 2026 in Review

GAMMA Investing held its First Trust S&P REIT Index Fund (FRI) position steady in Q2 2026 at 3,079 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

GAMMA Investing first reported a position in FRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $121K in Q3 2024. 8 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • GAMMA Investing held 3,079 shares of First Trust S&P REIT Index Fund worth $97.6K as of Q2 2026.
  • GAMMA Investing left its First Trust S&P REIT Index Fund share count unchanged in Q2 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1829 holding.
  • GAMMA Investing first reported a position in First Trust S&P REIT Index Fund in Q2 2024 and has held it in 9 quarters since.
  • GAMMA Investing's First Trust S&P REIT Index Fund position peaked at $121K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.