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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Onyx Bridge Wealth Group's FRI Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its First Trust S&P REIT Index Fund (FRI) position steady in Q2 2026 at 8,864 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #316.

Onyx Bridge Wealth Group first reported a position in FRI in Q3 2022 and has held it in 5 quarters since. The position peaked at $635K in Q3 2022. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

Onyx Bridge Wealth Group held 8,864 shares of First Trust S&P REIT Index Fund worth $281K as of Q2 2026.
Onyx Bridge Wealth Group left its First Trust S&P REIT Index Fund share count unchanged in Q2 2026.
First Trust S&P REIT Index Fund made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #316 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 5 quarters since.
Onyx Bridge Wealth Group's First Trust S&P REIT Index Fund position peaked at $635K in Q3 2022.
69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.