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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
Q2 		– Sell
-10,820
Closed -$308K – 821
2026
Q1 		$308K Buy
+10,820
New +$312K 0.01% 752

Other funds holding FRI

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Gateway Wealth Partners's FRI Position: Q2 2026 in Review

Gateway Wealth Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2026, closing a stake of 10,820 shares — an estimated $308K sold.

Gateway Wealth Partners first reported a position in FRI in Q1 2026 and held it in 1 quarter. The position peaked at $308K in Q1 2026. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • Gateway Wealth Partners reported no remaining First Trust S&P REIT Index Fund position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 10,820 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $308K.
  • Gateway Wealth Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's First Trust S&P REIT Index Fund position peaked at $308K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.