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 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 $1.89T AUM 35.08% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Global Retirement Partners's FRI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust S&P REIT Index Fund (FRI) in Q2 2026: 150 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #3708 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FRI as recently as Q2 2025.

Global Retirement Partners first reported a position in FRI in Q1 2022 and has held it in 14 quarters since. The position peaked at $139K in Q4 2022. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

Global Retirement Partners held 150 shares of First Trust S&P REIT Index Fund worth $4.75K as of Q2 2026.
First Trust S&P REIT Index Fund was a new Global Retirement Partners position in Q2 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3708 holding.
Global Retirement Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2022 and has held it in 14 quarters since.
Global Retirement Partners's First Trust S&P REIT Index Fund position peaked at $139K in Q4 2022.
69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.