Hexagon Capital Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Hexagon Capital 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 Q2	–	Sell	-766	Closed	-$21.1K	–	666
2025 Q1	$21.1K	Hold	766	–	–	﹤0.01%	739
2024 Q4	$21K	Hold	766	–	–	﹤0.01%	769
2024 Q3	$22.7K	Hold	766	–	–	﹤0.01%	675
2024 Q2	$19.7K	Hold	766	–	–	﹤0.01%	690
2024 Q1	$19.9K	Hold	766	–	–	﹤0.01%	679
2023 Q4	$20.1K	Hold	766	–	–	﹤0.01%	638
2023 Q3	$17.5K	Hold	766	–	–	﹤0.01%	594
2023 Q2	$18.9K	Hold	766	–	–	0.01%	579
2023 Q1	$18.7K	Hold	766	–	–	0.01%	574
2022 Q4	$18.4K	Hold	766	–	–	0.01%	566
2022 Q3	$18K	Hold	766	–	–	0.01%	612
2022 Q2	$20K	Hold	766	–	–	0.01%	539
2022 Q1	$24K	Hold	766	–	–	0.01%	480
2021 Q4	$25K	Hold	766	–	–	0.01%	473
2021 Q3	$22K	Hold	766	–	–	0.01%	479
2021 Q2	$21K	Hold	766	–	–	0.01%	462
2021 Q1	$19K	Hold	766	–	–	0.01%	436
2020 Q4	$17K	Hold	766	–	–	0.01%	404
2020 Q3	$16K	Buy	+766	New	+$16.4K	0.01%	387

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

Hexagon Capital Partners's FRI Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2025, closing a stake of 766 shares — an estimated $21.1K sold.

Hexagon Capital Partners first reported a position in FRI in Q3 2020 and held it in 19 quarters. The position peaked at $25K in Q4 2021. 63 funds tracked by Wall St. Rank hold FRI as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust S&P REIT Index Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 766 First Trust S&P REIT Index Fund shares in Q2 2025, an estimated $21.1K.
Hexagon Capital Partners first reported a position in First Trust S&P REIT Index Fund in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's First Trust S&P REIT Index Fund position peaked at $25K in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.