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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
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
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

Onyx Bridge Wealth Group's FRI Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its First Trust S&P REIT Index Fund (FRI) stake by 0.19% in Q1 2026, selling an estimated $489 and leaving 8,864 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #312.

Onyx Bridge Wealth Group first reported a position in FRI in Q3 2022 and has held it in 4 quarters since. The position peaked at $635K in Q3 2022. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Onyx Bridge Wealth Group held 8,864 shares of First Trust S&P REIT Index Fund worth $252K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 17 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $489.
  • First Trust S&P REIT Index Fund made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #312 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 4 quarters since.
  • Onyx Bridge Wealth Group's First Trust S&P REIT Index Fund position peaked at $635K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.