MML Investors Services
FRI icon

MML Investors Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

MML Investors Services’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 		$298K Sell
10,463
-1,662
-14% -$47.8K ﹤0.01% 2565
2025
Q4 		$331K Buy
12,125
+3,173
+35% +$88.1K ﹤0.01% 2556
2025
Q3 		$252K Sell
8,952
-127
-1% -$3.49K ﹤0.01% 2636
2025
Q2 		$246K Sell
9,079
-907
-9% -$24.3K ﹤0.01% 2550
2025
Q1 		$275K Sell
9,986
-187
-2% -$5.17K ﹤0.01% 2356
2024
Q4 		$278K Buy
10,173
+45
+0.4% +$1.3K ﹤0.01% 2310
2024
Q3 		$300K Sell
10,128
-343
-3% -$9.61K ﹤0.01% 2181
2024
Q2 		$269K Buy
10,471
+569
+6% +$14.2K ﹤0.01% 2160
2024
Q1 		$257K Buy
9,902
+241
+2% +$6.17K ﹤0.01% 2211
2023
Q4 		$253K Buy
+9,661
New +$229K ﹤0.01% 2156
2023
Q3 		– Sell
-8,890
Closed -$219K – 2321
2023
Q2 		$219K Buy
+8,890
New +$215K ﹤0.01% 2121
2022
Q4 		– Sell
-9,109
Closed -$210K – 2180
2022
Q3 		$210K Buy
+9,109
New +$241K ﹤0.01% 1913
2017
Q4 		– Sell
-24,150
Closed -$562K – 1413
2017
Q3 		$562K Buy
24,150
+2,586
+12% +$60.3K 0.01% 734
2017
Q2 		$501K Buy
21,564
+2,099
+11% +$48.7K 0.01% 769
2017
Q1 		$449K Buy
+19,465
New +$451K 0.01% 475

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

MML Investors Services's FRI Position: Q1 2026 in Review

MML Investors Services reduced its First Trust S&P REIT Index Fund (FRI) stake by 14% in Q1 2026, selling an estimated $47.8K and leaving 10,463 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

MML Investors Services first reported a position in FRI in Q1 2017 and has held it in 15 quarters since. The position peaked at $562K in Q3 2017. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • MML Investors Services held 10,463 shares of First Trust S&P REIT Index Fund worth $298K as of Q1 2026.
  • MML Investors Services sold 1,662 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $47.8K.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2565 holding.
  • MML Investors Services first reported a position in First Trust S&P REIT Index Fund in Q1 2017 and has held it in 15 quarters since.
  • MML Investors Services's First Trust S&P REIT Index Fund position peaked at $562K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.