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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maia Wealth's FRI Position: Q1 2026 in Review

Maia Wealth increased its First Trust S&P REIT Index Fund (FRI) stake by 11% in Q1 2026, buying an estimated $82.6K and bringing the position to 28,081 shares worth $799K. The position accounts for 0.14% of the portfolio, ranked #165.

Maia Wealth first reported a position in FRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $976K in Q1 2025. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

Maia Wealth held 28,081 shares of First Trust S&P REIT Index Fund worth $799K as of Q1 2026.
Maia Wealth bought 2,870 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $82.6K.
First Trust S&P REIT Index Fund made up 0.14% of Maia Wealth's portfolio in Q1 2026, its #165 holding.
Maia Wealth first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and has held it in 7 quarters since.
Maia Wealth's First Trust S&P REIT Index Fund position peaked at $976K in Q1 2025.
70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.