HighTower Advisors
FRI icon

HighTower Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

HighTower Advisors’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
Q1 		$480K Buy
16,877
+23
+0.1% +$662 ﹤0.01% 2752
2025
Q4 		$460K Sell
16,854
-2,954
-15% -$82K ﹤0.01% 2696
2025
Q3 		$557K Buy
19,808
+45
+0.2% +$1.24K ﹤0.01% 2528
2025
Q2 		$535K Buy
19,763
+21
+0.1% +$563 ﹤0.01% 2462
2025
Q1 		$543K Buy
19,742
+12
+0.1% +$332 ﹤0.01% 2389
2024
Q4 		$540K Sell
19,730
-8,450
-30% -$244K ﹤0.01% 2415
2024
Q3 		$836K Buy
28,180
+38
+0.1% +$1.06K ﹤0.01% 2037
2024
Q2 		$721K Buy
28,142
+123
+0.4% +$3.08K ﹤0.01% 2063
2024
Q1 		$727K Buy
28,019
+230
+0.8% +$5.88K ﹤0.01% 2012
2023
Q4 		$728K Buy
27,789
+3,000
+12% +$71K ﹤0.01% 2032
2023
Q3 		$566K Buy
24,789
+175
+0.7% +$4.29K ﹤0.01% 2152
2023
Q2 		$606K Buy
24,614
+119
+0.5% +$2.88K ﹤0.01% 2056
2023
Q1 		$597K Buy
24,495
+104
+0.4% +$2.61K ﹤0.01% 1993
2022
Q4 		$585K Sell
24,391
-440
-2% -$10.6K ﹤0.01% 2022
2022
Q3 		$571K Buy
24,831
+66
+0.3% +$1.75K ﹤0.01% 1928
2022
Q2 		$636K Buy
24,765
+36
+0.1% +$1.02K ﹤0.01% 1901
2022
Q1 		$772K Sell
24,729
-34
-0.1% -$1.03K ﹤0.01% 1905
2021
Q4 		$807K Sell
24,763
-692
-3% -$21.2K ﹤0.01% 1870
2021
Q3 		$720K Sell
25,455
-1,188
-4% -$34.7K ﹤0.01% 1848
2021
Q2 		$749K Buy
26,643
+1,227
+5% +$33.5K ﹤0.01% 1809
2021
Q1 		$639K Buy
25,416
+56
+0.2% +$1.35K ﹤0.01% 1824
2020
Q4 		$587K Buy
25,360
+72
+0.3% +$1.62K ﹤0.01% 1559
2020
Q3 		$533K Buy
25,288
+77
+0.3% +$1.65K ﹤0.01% 1538
2020
Q2 		$528K Buy
25,211
+80
+0.3% +$1.62K ﹤0.01% 1428
2020
Q1 		$476K Buy
25,131
+7,765
+45% +$190K ﹤0.01% 1346
2019
Q4 		$453K Buy
+17,366
New +$458K ﹤0.01% 1493

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors's FRI Position: Q1 2026 in Review

HighTower Advisors increased its First Trust S&P REIT Index Fund (FRI) stake by 0.14% in Q1 2026, buying an estimated $662 and bringing the position to 16,877 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

HighTower Advisors first reported a position in FRI in Q4 2019 and has held it in 26 quarters since. The position peaked at $836K in Q3 2024. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • HighTower Advisors held 16,877 shares of First Trust S&P REIT Index Fund worth $480K as of Q1 2026.
  • HighTower Advisors bought 23 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $662.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2752 holding.
  • HighTower Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2019 and has held it in 26 quarters since.
  • HighTower Advisors's First Trust S&P REIT Index Fund position peaked at $836K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.