Householder Group Estate & Retirement Specialist’s First Trust S&P REIT Index Fund FRI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$148K	Hold	5,410	–	–	0.11%	122
2024 Q3	$160K	Buy	5,410 +364	+7%	+$10.2K	0.05%	288
2024 Q2	$129K	Hold	5,046	–	–	0.04%	305
2024 Q1	$131K	Hold	5,046	–	–	0.04%	308
2023 Q4	$132K	Hold	5,046	–	–	0.04%	293
2023 Q3	$115K	Buy	+5,046	New	+$124K	0.04%	290
2023 Q1	$67K	Buy	+2,756	New	+$69.1K	0.03%	382
2022 Q4	–	Sell	-3,386	Closed	-$77K	–	584
2022 Q3	$77K	Buy	+3,386	New	+$89.7K	0.03%	311

Other funds holding FRI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AFS

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's FRI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its First Trust S&P REIT Index Fund (FRI) position steady in Q4 2024 at 5,410 shares worth $148K. The position accounts for 0.11% of the portfolio, ranked #122.

Householder Group Estate & Retirement Specialist first reported a position in FRI in Q3 2022 and has held it in 8 quarters since. The position peaked at $160K in Q3 2024. 74 funds tracked by Wall St. Rank hold FRI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 5,410 shares of First Trust S&P REIT Index Fund worth $148K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its First Trust S&P REIT Index Fund share count unchanged in Q4 2024.
First Trust S&P REIT Index Fund made up 0.11% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #122 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust S&P REIT Index Fund in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust S&P REIT Index Fund position peaked at $160K in Q3 2024.
74 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.