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Independent Financial Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Independent Financial 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
Q3 		– Sell
-8,339
Closed -$226K – 1387
2025
Q2 		$226K Buy
+8,339
New +$224K 0.01% 1168
2022
Q4 		– Sell
-21,412
Closed -$493K – 790
2022
Q3 		$493K Sell
21,412
-276
-1% -$7.31K 0.04% 401
2022
Q2 		$558K Buy
21,688
+9,607
+80% +$272K 0.06% 356
2022
Q1 		$377K Buy
12,081
+2,896
+32% +$87.6K 0.03% 520
2021
Q4 		$299K Buy
+9,185
New +$282K 0.02% 591

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Independent Financial Group's FRI Position: Q3 2025 in Review

Independent Financial Group sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2025, closing a stake of 8,339 shares — an estimated $226K sold.

Independent Financial Group first reported a position in FRI in Q4 2021 and held it in 5 quarters. The position peaked at $558K in Q2 2022. 60 funds tracked by Wall St. Rank hold FRI as of Q3 2025.

  • Independent Financial Group reported no remaining First Trust S&P REIT Index Fund position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 8,339 First Trust S&P REIT Index Fund shares in Q3 2025, an estimated $226K.
  • Independent Financial Group first reported a position in First Trust S&P REIT Index Fund in Q4 2021 and held it in 5 quarters.
  • Independent Financial Group's First Trust S&P REIT Index Fund position peaked at $558K in Q2 2022.
  • 60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.