REAP Financial Group
FRI icon

REAP Financial Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

REAP Financial 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 		$26.6K Buy
901
+6
+0.7% +$190 ﹤0.01% 350
2026
Q2 		$28.4K Sell
895
-444
-33% -$13.7K ﹤0.01% 357
2026
Q1 		$38.1K Buy
1,339
+4
+0.3% +$115 0.01% 318
2025
Q4 		$36.5K Sell
1,335
-400
-23% -$11.1K 0.01% 332
2025
Q3 		$48.8K Buy
1,735
+173
+11% +$4.75K 0.01% 274
2025
Q2 		$42.2K Sell
1,562
-913
-37% -$24.5K 0.01% 281
2025
Q1 		$68.1K Sell
2,475
-539
-18% -$14.9K 0.02% 186
2024
Q4 		$82.5K Buy
3,014
+22
+0.7% +$636 0.02% 175
2024
Q3 		$88.7K Sell
2,992
-789
-21% -$22.1K 0.02% 168
2024
Q2 		$97.1K Sell
3,781
-675
-15% -$16.9K 0.03% 155
2024
Q1 		$116K Buy
4,456
+159
+4% +$4.07K 0.03% 146
2023
Q4 		$113K Buy
+4,297
New +$102K 0.03% 185

Other funds holding FRI

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TCP Asset Management
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UBS Group
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Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $406M AUM 21.78% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

REAP Financial Group's FRI Position: Q3 2026 in Review

REAP Financial Group increased its First Trust S&P REIT Index Fund (FRI) stake by 0.67% in Q3 2026, buying an estimated $190 and bringing the position to 901 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

REAP Financial Group first reported a position in FRI in Q4 2023 and has held it in 12 quarters since. The position peaked at $116K in Q1 2024. 50 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

  • REAP Financial Group held 901 shares of First Trust S&P REIT Index Fund worth $26.6K as of Q3 2026.
  • REAP Financial Group bought 6 First Trust S&P REIT Index Fund shares in Q3 2026, an estimated $190.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of REAP Financial Group's portfolio in Q3 2026, its #350 holding.
  • REAP Financial Group first reported a position in First Trust S&P REIT Index Fund in Q4 2023 and has held it in 12 quarters since.
  • REAP Financial Group's First Trust S&P REIT Index Fund position peaked at $116K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on REAP Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.