NA
FRI icon

NewEdge Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

NewEdge Advisors’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 		$32.2K Sell
1,132
-140
-11% -$4.03K ﹤0.01% 3054
2025
Q4 		$34.7K Sell
1,272
-646
-34% -$17.9K ﹤0.01% 3074
2025
Q3 		$53.9K Sell
1,918
-398
-17% -$10.9K ﹤0.01% 2805
2025
Q2 		$62.6K Buy
2,316
+1
+0% +$27 ﹤0.01% 2591
2025
Q1 		$63.7K Sell
2,315
-847
-27% -$23.4K ﹤0.01% 2466
2024
Q4 		$86.5K Sell
3,162
-408
-11% -$11.8K ﹤0.01% 2323
2024
Q3 		$106K Sell
3,570
-1,596
-31% -$44.7K ﹤0.01% 2175
2024
Q2 		$133K Sell
5,166
-1,596
-24% -$40K ﹤0.01% 2039
2024
Q1 		$176K Sell
6,762
-9,029
-57% -$231K ﹤0.01% 1886
2023
Q4 		$414K Sell
15,791
-2,465
-14% -$58.4K ﹤0.01% 1380
2023
Q3 		$417K Buy
18,256
+2,876
+19% +$70.5K ﹤0.01% 1257
2023
Q2 		$379K Sell
15,380
-988
-6% -$23.9K ﹤0.01% 1333
2023
Q1 		$399K Buy
16,368
+779
+5% +$19.5K 0.01% 1212
2022
Q4 		$14.8K Buy
15,589
+3,821
+32% +$91.9K ﹤0.01% 2229
2022
Q3 		$271K Buy
11,768
+2,099
+22% +$55.6K ﹤0.01% 1253
2022
Q2 		$249K Buy
+9,669
New +$274K ﹤0.01% 1294

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

NewEdge Advisors's FRI Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust S&P REIT Index Fund (FRI) stake by 11% in Q1 2026, selling an estimated $4.03K and leaving 1,132 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

NewEdge Advisors first reported a position in FRI in Q2 2022 and has held it in 16 quarters since. The position peaked at $417K in Q3 2023. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • NewEdge Advisors held 1,132 shares of First Trust S&P REIT Index Fund worth $32.2K as of Q1 2026.
  • NewEdge Advisors sold 140 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $4.03K.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3054 holding.
  • NewEdge Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's First Trust S&P REIT Index Fund position peaked at $417K in Q3 2023.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.