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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
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

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RVW Wealth's FRI Position: Q2 2026 in Review

RVW Wealth reduced its First Trust S&P REIT Index Fund (FRI) stake by 11% in Q2 2026, selling an estimated $27.9K and leaving 7,591 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #165.

RVW Wealth first reported a position in FRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q3 2021. 8 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • RVW Wealth held 7,591 shares of First Trust S&P REIT Index Fund worth $241K as of Q2 2026.
  • RVW Wealth sold 907 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $27.9K.
  • First Trust S&P REIT Index Fund made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #165 holding.
  • RVW Wealth first reported a position in First Trust S&P REIT Index Fund in Q4 2020 and has held it in 23 quarters since.
  • RVW Wealth's First Trust S&P REIT Index Fund position peaked at $1M in Q3 2021.
  • 8 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.