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Principal Securities’s First Trust S&P REIT Index Fund FRI Stock Holding History

Principal Securities’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 		$217K Sell
7,622
-452
-6% -$13K ﹤0.01% 1351
2025
Q4 		$220K Sell
8,074
-1,736
-18% -$48.2K ﹤0.01% 1280
2025
Q3 		$276K Sell
9,810
-1,330
-12% -$36.5K ﹤0.01% 1148
2025
Q2 		$301K Sell
11,140
-458
-4% -$12.3K 0.01% 1060
2025
Q1 		$317K Hold
11,598
– – 0.01% 950
2024
Q4 		$317K Buy
11,598
+754
+7% +$21.8K 0.01% 946
2024
Q3 		$321K Sell
10,844
-986
-8% -$27.6K 0.01% 909
2024
Q2 		$304K Buy
11,830
+115
+1% +$2.88K 0.01% 871
2024
Q1 		$305K Buy
11,715
+531
+5% +$13.6K 0.01% 851
2023
Q4 		$293K Buy
+11,184
New +$265K 0.01% 794

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

Principal Securities's FRI Position: Q1 2026 in Review

Principal Securities reduced its First Trust S&P REIT Index Fund (FRI) stake by 5.6% in Q1 2026, selling an estimated $13K and leaving 7,622 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Principal Securities first reported a position in FRI in Q4 2023 and has held it in 10 quarters since. The position peaked at $321K in Q3 2024. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Principal Securities held 7,622 shares of First Trust S&P REIT Index Fund worth $217K as of Q1 2026.
  • Principal Securities sold 452 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $13K.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1351 holding.
  • Principal Securities first reported a position in First Trust S&P REIT Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's First Trust S&P REIT Index Fund position peaked at $321K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.