Kestra Private Wealth Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Kestra Private Wealth Services’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 Q3	$905K	Buy	+30,619	New	+$970K	0.01%	942

Other funds holding FRI

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Kestra Private Wealth Services's FRI Position: Q3 2026 in Review

Kestra Private Wealth Services opened a new position in First Trust S&P REIT Index Fund (FRI) in Q3 2026: 30,619 shares worth $905K. The stake represents 0.01% of the portfolio and ranks #942 among its holdings.

20 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

Kestra Private Wealth Services held 30,619 shares of First Trust S&P REIT Index Fund worth $905K as of Q3 2026.
First Trust S&P REIT Index Fund was a new Kestra Private Wealth Services position in Q3 2026.
First Trust S&P REIT Index Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #942 holding.
20 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.