Pursue Wealth Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Pursue Wealth Partners’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	$286K	Hold	10,061	–	–	0.17%	81
2025 Q4	$275K	Hold	10,061	–	–	0.13%	88
2025 Q3	$283K	Hold	10,061	–	–	0.16%	94
2025 Q2	$272K	Hold	10,061	–	–	0.15%	94
2025 Q1	$277K	Hold	10,061	–	–	0.17%	91
2024 Q4	$275K	Hold	10,061	–	–	0.16%	89
2024 Q3	$298K	Hold	10,061	–	–	0.16%	85
2024 Q2	$258K	Hold	10,061	–	–	0.14%	90
2024 Q1	$262K	Buy	+10,061	New	+$257K	0.15%	87

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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 $5B AUM 26.84% 1-Year Est. Return

BEI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pursue Wealth Partners's FRI Position: Q1 2026 in Review

Pursue Wealth Partners held its First Trust S&P REIT Index Fund (FRI) position steady in Q1 2026 at 10,061 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #81.

Pursue Wealth Partners first reported a position in FRI in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q3 2024. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

Pursue Wealth Partners held 10,061 shares of First Trust S&P REIT Index Fund worth $286K as of Q1 2026.
Pursue Wealth Partners left its First Trust S&P REIT Index Fund share count unchanged in Q1 2026.
First Trust S&P REIT Index Fund made up 0.17% of Pursue Wealth Partners's portfolio in Q1 2026, its #81 holding.
Pursue Wealth Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2024 and has held it in 9 quarters since.
Pursue Wealth Partners's First Trust S&P REIT Index Fund position peaked at $298K in Q3 2024.
70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.