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GPS Wealth Strategies Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$28.8K Sell
1,055
-1,048
-50% -$29.1K 0.02% 270
2025
Q3 		$59.1K Buy
2,103
+6
+0.3% +$165 0.01% 635
2025
Q2 		$56.7K Buy
2,097
+8
+0.4% +$215 0.01% 602
2025
Q1 		$57.5K Buy
+2,089
New +$57.8K 0.01% 583

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
Cetera Investment Advisers
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
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
TFP
TrueWealth Financial Partners Bellevue, Washington $251M AUM 11.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GPS Wealth Strategies Group's FRI Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its First Trust S&P REIT Index Fund (FRI) stake by 50% in Q4 2025, selling an estimated $29.1K and leaving 1,055 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #270.

GPS Wealth Strategies Group first reported a position in FRI in Q1 2025 and has held it in 4 quarters since. The position peaked at $59.1K in Q3 2025. 68 funds tracked by Wall St. Rank hold FRI as of Q4 2025.

  • GPS Wealth Strategies Group held 1,055 shares of First Trust S&P REIT Index Fund worth $28.8K as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,048 First Trust S&P REIT Index Fund shares in Q4 2025, an estimated $29.1K.
  • First Trust S&P REIT Index Fund made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #270 holding.
  • GPS Wealth Strategies Group first reported a position in First Trust S&P REIT Index Fund in Q1 2025 and has held it in 4 quarters since.
  • GPS Wealth Strategies Group's First Trust S&P REIT Index Fund position peaked at $59.1K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.