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Matthew Hamilton Rosenberg’s First Trust S&P REIT Index Fund FRI Stock Holding History

Matthew Hamilton Rosenberg’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
2025
Q2 		– Sell
-15
Closed -$413 – 839
2025
Q1 		$413 Hold
15
– – ﹤0.01% 801
2024
Q4 		$411 Buy
+15
New +$434 ﹤0.01% 781

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matthew Hamilton Rosenberg's FRI Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2025, closing a stake of 15 shares — an estimated $413 sold.

Matthew Hamilton Rosenberg first reported a position in FRI in Q4 2024 and held it in 2 quarters. The position peaked at $413 in Q1 2025. 63 funds tracked by Wall St. Rank hold FRI as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining First Trust S&P REIT Index Fund position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 15 First Trust S&P REIT Index Fund shares in Q2 2025, an estimated $413.
  • Matthew Hamilton Rosenberg first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and held it in 2 quarters.
  • Matthew Hamilton Rosenberg's First Trust S&P REIT Index Fund position peaked at $413 in Q1 2025.
  • 63 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.