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Integrated Wealth Concepts’s First Trust S&P REIT Index Fund FRI Stock Holding History

Integrated Wealth Concepts’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 		$92K Buy
+2,904
New +$89.4K ﹤0.01% 2880

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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
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

Integrated Wealth Concepts's FRI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust S&P REIT Index Fund (FRI) in Q2 2026: 2,904 shares worth $92K. The stake represents ﹤0.01% of the portfolio and ranks #2880 among its holdings.

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

  • Integrated Wealth Concepts held 2,904 shares of First Trust S&P REIT Index Fund worth $92K as of Q2 2026.
  • First Trust S&P REIT Index Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2880 holding.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.