RiverTree Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

RiverTree Advisors’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
2025 Q1	–	Sell	-39,474	Closed	-$1.08M	–	57
2024 Q4	$1.08M	Buy	+39,474	New	+$1.14M	0.71%	33
2022 Q3	–	Sell	-63,859	Closed	-$1.64M	–	34
2022 Q2	$1.64M	Buy	63,859 +7,382	+13%	+$209K	1.28%	24
2022 Q1	$1.76M	Buy	+56,477	New	+$1.71M	1.19%	24

Other funds holding FRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

RiverTree Advisors's FRI Position: Q1 2025 in Review

RiverTree Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2025, closing a stake of 39,474 shares — an estimated $1.08M sold.

RiverTree Advisors first reported a position in FRI in Q1 2022 and held it in 3 quarters. The position peaked at $1.76M in Q1 2022. 67 funds tracked by Wall St. Rank hold FRI as of Q1 2025.

RiverTree Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q1 2025 after selling out during the quarter.
RiverTree Advisors sold 39,474 First Trust S&P REIT Index Fund shares in Q1 2025, an estimated $1.08M.
RiverTree Advisors first reported a position in First Trust S&P REIT Index Fund in Q1 2022 and held it in 3 quarters.
RiverTree Advisors's First Trust S&P REIT Index Fund position peaked at $1.76M in Q1 2022.
67 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2025.

Based on RiverTree Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.