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
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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Global Retirement Partners's FRI Position: Q3 2025 in Review

Global Retirement Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2025, closing a stake of 3,400 shares — an estimated $92K sold.

Global Retirement Partners first reported a position in FRI in Q1 2022 and held it in 13 quarters. The position peaked at $139K in Q4 2022. 60 funds tracked by Wall St. Rank hold FRI as of Q3 2025.

Global Retirement Partners reported no remaining First Trust S&P REIT Index Fund position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 3,400 First Trust S&P REIT Index Fund shares in Q3 2025, an estimated $92K.
Global Retirement Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2022 and held it in 13 quarters.
Global Retirement Partners's First Trust S&P REIT Index Fund position peaked at $139K in Q4 2022.
60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.