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Smartleaf Asset Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Smartleaf Asset Management’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 		$7.31K Sell
261
-11
-4% -$317 ﹤0.01% 2466
2025
Q4 		$7.49K Buy
+272
New +$7.55K ﹤0.01% 2518

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 $4.48B AUM 19.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smartleaf Asset Management's FRI Position: Q1 2026 in Review

Smartleaf Asset Management reduced its First Trust S&P REIT Index Fund (FRI) stake by 4% in Q1 2026, selling an estimated $317 and leaving 261 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Smartleaf Asset Management first reported a position in FRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.49K in Q4 2025. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Smartleaf Asset Management held 261 shares of First Trust S&P REIT Index Fund worth $7.31K as of Q1 2026.
  • Smartleaf Asset Management sold 11 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $317.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2466 holding.
  • Smartleaf Asset Management first reported a position in First Trust S&P REIT Index Fund in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's First Trust S&P REIT Index Fund position peaked at $7.49K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.