Onyx Bridge Wealth Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Onyx Bridge Wealth 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 Q3	$262K	Hold	8,864	–	–	0.02%	341
2026 Q2	$281K	Hold	8,864	–	–	0.03%	316
2026 Q1	$252K	Sell	8,864 -17	-0.2%	-$489	0.03%	312
2025 Q4	$243K	Sell	8,881 -719	-7%	-$20K	0.03%	311
2025 Q3	$270K	Buy	+9,600	New	+$264K	0.03%	293
2022 Q4	–	Sell	-28,482	Closed	-$635K	–	194
2022 Q3	$635K	Buy	+28,482	New	+$755K	0.29%	56

Other funds holding FRI

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Onyx Bridge Wealth Group's FRI Position: Q3 2026 in Review

Onyx Bridge Wealth Group held its First Trust S&P REIT Index Fund (FRI) position steady in Q3 2026 at 8,864 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #341.

Onyx Bridge Wealth Group first reported a position in FRI in Q3 2022 and has held it in 6 quarters since. The position peaked at $635K in Q3 2022. 12 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

Onyx Bridge Wealth Group held 8,864 shares of First Trust S&P REIT Index Fund worth $262K as of Q3 2026.
Onyx Bridge Wealth Group left its First Trust S&P REIT Index Fund share count unchanged in Q3 2026.
First Trust S&P REIT Index Fund made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #341 holding.
Onyx Bridge Wealth Group first reported a position in First Trust S&P REIT Index Fund in Q3 2022 and has held it in 6 quarters since.
Onyx Bridge Wealth Group's First Trust S&P REIT Index Fund position peaked at $635K in Q3 2022.
12 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.