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Gateway Wealth Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Gateway Wealth Partners’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 		$308K Buy
+10,820
New +$312K 0.01% 752

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 $127M 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

Gateway Wealth Partners's FRI Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in First Trust S&P REIT Index Fund (FRI) in Q1 2026: 10,820 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings.

70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Gateway Wealth Partners held 10,820 shares of First Trust S&P REIT Index Fund worth $308K as of Q1 2026.
  • First Trust S&P REIT Index Fund was a new Gateway Wealth Partners position in Q1 2026.
  • First Trust S&P REIT Index Fund made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #752 holding.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.