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Millstone Evans Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Millstone Evans Group’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 		$5.69K Hold
200
– – ﹤0.01% 632
2025
Q4 		$5.46K Hold
200
– – ﹤0.01% 633
2025
Q3 		$5.62K Hold
200
– – ﹤0.01% 617
2025
Q2 		$5.41K Hold
200
– – ﹤0.01% 585
2025
Q1 		$5.5K Hold
200
– – ﹤0.01% 591
2024
Q4 		$5.47K Buy
+200
New +$5.78K ﹤0.01% 557

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millstone Evans Group's FRI Position: Q1 2026 in Review

Millstone Evans Group held its First Trust S&P REIT Index Fund (FRI) position steady in Q1 2026 at 200 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Millstone Evans Group first reported a position in FRI in Q4 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Millstone Evans Group held 200 shares of First Trust S&P REIT Index Fund worth $5.69K as of Q1 2026.
  • Millstone Evans Group left its First Trust S&P REIT Index Fund share count unchanged in Q1 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #632 holding.
  • Millstone Evans Group first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.