RVW Wealth
FRI icon

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

RVW Wealth’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 		– Sell
-7,591
Closed -$241K – 187
2026
Q2 		$241K Sell
7,591
-907
-11% -$27.9K 0.02% 165
2026
Q1 		$242K Hold
8,498
– – 0.02% 159
2025
Q4 		$232K Hold
8,498
– – 0.02% 162
2025
Q3 		$239K Hold
8,498
– – 0.02% 159
2025
Q2 		$230K Buy
8,498
+99
+1% +$2.66K 0.02% 153
2025
Q1 		$231K Hold
8,399
– – 0.02% 151
2024
Q4 		$230K Hold
8,399
– – 0.02% 135
2024
Q3 		$249K Sell
8,399
-666
-7% -$18.6K 0.02% 131
2024
Q2 		$233K Buy
9,065
+100
+1% +$2.5K 0.02% 133
2024
Q1 		$233K Hold
8,965
– – 0.02% 131
2023
Q4 		$235K Sell
8,965
-389
-4% -$9.21K 0.03% 130
2023
Q3 		$214K Buy
9,354
+21
+0.2% +$515 0.03% 134
2023
Q2 		$230K Buy
9,333
+91
+1% +$2.2K 0.03% 144
2023
Q1 		$225K Sell
9,242
-429
-4% -$10.8K 0.03% 144
2022
Q4 		$232K Sell
9,671
-13,915
-59% -$335K 0.03% 139
2022
Q3 		$543K Buy
23,586
+281
+1% +$7.45K 0.08% 91
2022
Q2 		$600K Buy
23,305
+755
+3% +$21.4K 0.08% 88
2022
Q1 		$704K Buy
22,550
+627
+3% +$19K 0.08% 78
2021
Q4 		$715K Buy
21,923
+2,277
+12% +$69.9K 0.08% 78
2021
Q3 		$1M Buy
19,646
+2,873
+17% +$84K 0.12% 67
2021
Q2 		$0 Buy
16,773
+4,436
+36% +$121K ﹤0.01% 90
2021
Q1 		$1M Buy
12,337
+2,150
+21% +$51.8K 0.13% 71
2020
Q4 		$1M Buy
+10,187
New +$229K 0.15% 65

Other funds holding FRI

TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RVW Wealth's FRI Position: Q3 2026 in Review

RVW Wealth sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2026, closing a stake of 7,591 shares — an estimated $241K sold.

RVW Wealth first reported a position in FRI in Q4 2020 and held it in 23 quarters. The position peaked at $1M in Q3 2021. 9 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

  • RVW Wealth reported no remaining First Trust S&P REIT Index Fund position as of Q3 2026 after selling out during the quarter.
  • RVW Wealth sold 7,591 First Trust S&P REIT Index Fund shares in Q3 2026, an estimated $241K.
  • RVW Wealth first reported a position in First Trust S&P REIT Index Fund in Q4 2020 and held it in 23 quarters.
  • RVW Wealth's First Trust S&P REIT Index Fund position peaked at $1M in Q3 2021.
  • 9 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.