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Reyes Financial Architecture’s First Trust S&P REIT Index Fund FRI Stock Holding History

Reyes Financial Architecture’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 		– Sell
-80
Closed -$2.19K – 382
2025
Q4 		$2.19K Buy
+80
New +$2.22K ﹤0.01% 343

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 $5B AUM 26.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reyes Financial Architecture's FRI Position: Q1 2026 in Review

Reyes Financial Architecture sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2026, closing a stake of 80 shares — an estimated $2.19K sold.

Reyes Financial Architecture first reported a position in FRI in Q4 2025 and held it in 1 quarter. The position peaked at $2.19K in Q4 2025. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Reyes Financial Architecture reported no remaining First Trust S&P REIT Index Fund position as of Q1 2026 after selling out during the quarter.
  • Reyes Financial Architecture sold 80 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $2.19K.
  • Reyes Financial Architecture first reported a position in First Trust S&P REIT Index Fund in Q4 2025 and held it in 1 quarter.
  • Reyes Financial Architecture's First Trust S&P REIT Index Fund position peaked at $2.19K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Reyes Financial Architecture's 13F filing for Q1 2026, filed 12 May 2026.