Global Retirement Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Global Retirement 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 Q3	$4.44K	Hold	150	–	–	﹤0.01%	4041
2026 Q2	$4.75K	Buy	+150	New	+$4.62K	﹤0.01%	3708
2025 Q3	–	Sell	-3,400	Closed	-$92K	–	3926
2025 Q2	$92K	Buy	+3,400	New	+$91.2K	﹤0.01%	1480
2024 Q4	$116K	Hold	4,254	–	–	﹤0.01%	1198
2024 Q3	$126K	Hold	4,254	–	–	﹤0.01%	1123
2024 Q2	$109K	Hold	4,254	–	–	﹤0.01%	1146
2024 Q1	$111K	Hold	4,254	–	–	﹤0.01%	1034
2023 Q4	$110K	Sell	4,254 -100	-2%	-$2.37K	﹤0.01%	989
2023 Q3	$97.2K	Sell	4,354 -540	-11%	-$13.2K	﹤0.01%	949
2023 Q2	$120K	Sell	4,894 -852	-15%	-$20.6K	0.01%	868
2023 Q1	$138K	Sell	5,746 -35	-0.6%	-$878	0.01%	805
2022 Q4	$139K	Buy	5,781 +854	+17%	+$20.5K	0.01%	707
2022 Q3	$119K	Buy	4,927 +1,857	+60%	+$49.2K	0.01%	713
2022 Q2	$79K	Buy	3,070 +2,409	+364%	+$68.3K	0.01%	832
2022 Q1	$18K	Buy	+661	New	+$20K	﹤0.01%	1387

Other funds holding FRI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $406M AUM 21.78% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Global Retirement Partners's FRI Position: Q3 2026 in Review

Global Retirement Partners held its First Trust S&P REIT Index Fund (FRI) position steady in Q3 2026 at 150 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

Global Retirement Partners first reported a position in FRI in Q1 2022 and has held it in 15 quarters since. The position peaked at $139K in Q4 2022. 59 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

Global Retirement Partners held 150 shares of First Trust S&P REIT Index Fund worth $4.44K as of Q3 2026.
Global Retirement Partners left its First Trust S&P REIT Index Fund share count unchanged in Q3 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #4041 holding.
Global Retirement Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's First Trust S&P REIT Index Fund position peaked at $139K in Q4 2022.
59 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.