MW
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$452K Sell
16,700
-21,144
-56% -$572K 0.09% 207
2025
Q1 		$976K Buy
37,844
+5,592
+17% +$144K 0.22% 109
2024
Q4 		$903K Buy
32,252
+19,728
+158% +$553K 0.19% 110
2024
Q3 		$370K Buy
+12,524
New +$370K 0.09% 169