IFG Advisory’s First Trust S&P REIT Index Fund FRI Stock Holding History

IFG Advisory’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 Q2	$32.2K	Buy	+1,016	New	+$31.3K	﹤0.01%	1470

Other funds holding FRI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

IFG Advisory's FRI Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust S&P REIT Index Fund (FRI) in Q2 2026: 1,016 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

IFG Advisory held 1,016 shares of First Trust S&P REIT Index Fund worth $32.2K as of Q2 2026.
First Trust S&P REIT Index Fund was a new IFG Advisory position in Q2 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1470 holding.
69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.