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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

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

Maia Wealth's FRI Position: Q2 2026 in Review

Maia Wealth increased its First Trust S&P REIT Index Fund (FRI) stake by 20% in Q2 2026, buying an estimated $175K and bringing the position to 33,771 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #151.

Maia Wealth first reported a position in FRI in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • Maia Wealth held 33,771 shares of First Trust S&P REIT Index Fund worth $1.07M as of Q2 2026.
  • Maia Wealth bought 5,690 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $175K.
  • First Trust S&P REIT Index Fund made up 0.16% of Maia Wealth's portfolio in Q2 2026, its #151 holding.
  • Maia Wealth first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.