Maia Wealth
FRI icon

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

Maia Wealth’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 		$1.16M Buy
39,338
+5,567
+16% +$176K 0.16% 143
2026
Q2 		$1.07M Buy
33,771
+5,690
+20% +$175K 0.16% 151
2026
Q1 		$799K Buy
28,081
+2,870
+11% +$82.6K 0.14% 165
2025
Q4 		$742K Buy
25,211
+3,221
+15% +$89.4K 0.13% 176
2025
Q3 		$616K Buy
21,990
+5,290
+32% +$145K 0.1% 186
2025
Q2 		$452K Sell
16,700
-21,144
-56% -$567K 0.09% 207
2025
Q1 		$976K Buy
37,844
+5,592
+17% +$155K 0.22% 109
2024
Q4 		$903K Buy
32,252
+19,728
+158% +$570K 0.19% 110
2024
Q3 		$370K Buy
+12,524
New +$351K 0.09% 169

Other funds holding FRI

TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Maia Wealth's FRI Position: Q3 2026 in Review

Maia Wealth increased its First Trust S&P REIT Index Fund (FRI) stake by 16% in Q3 2026, buying an estimated $176K and bringing the position to 39,338 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #143.

Maia Wealth first reported a position in FRI in Q3 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

  • Maia Wealth held 39,338 shares of First Trust S&P REIT Index Fund worth $1.16M as of Q3 2026.
  • Maia Wealth bought 5,567 First Trust S&P REIT Index Fund shares in Q3 2026, an estimated $176K.
  • First Trust S&P REIT Index Fund made up 0.16% of Maia Wealth's portfolio in Q3 2026, its #143 holding.
  • Maia Wealth first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.