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RPS Advisory Solutions’s First Trust S&P REIT Index Fund FRI Stock Holding History

RPS Advisory Solutions’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
-51,206
Closed -$1.4M – 95
2024
Q4 		$1.4M Buy
+51,206
New +$1.48M 0.87% 26

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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
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

RPS Advisory Solutions's FRI Position: Q1 2025 in Review

RPS Advisory Solutions sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2025, closing a stake of 51,206 shares — an estimated $1.4M sold.

RPS Advisory Solutions first reported a position in FRI in Q4 2024 and held it in 1 quarter. The position peaked at $1.4M in Q4 2024. 67 funds tracked by Wall St. Rank hold FRI as of Q1 2025.

  • RPS Advisory Solutions reported no remaining First Trust S&P REIT Index Fund position as of Q1 2025 after selling out during the quarter.
  • RPS Advisory Solutions sold 51,206 First Trust S&P REIT Index Fund shares in Q1 2025, an estimated $1.4M.
  • RPS Advisory Solutions first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and held it in 1 quarter.
  • RPS Advisory Solutions's First Trust S&P REIT Index Fund position peaked at $1.4M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2025.

Based on RPS Advisory Solutions's 13F filing for Q1 2025, filed 9 May 2025.