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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
Q2 		$8.4K Hold
261
– – ﹤0.01% 2438
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Smartleaf Asset Management's FRI Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust S&P REIT Index Fund (FRI) position steady in Q2 2026 at 261 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Smartleaf Asset Management first reported a position in FRI in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • Smartleaf Asset Management held 261 shares of First Trust S&P REIT Index Fund worth $8.4K as of Q2 2026.
  • Smartleaf Asset Management left its First Trust S&P REIT Index Fund share count unchanged in Q2 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2438 holding.
  • Smartleaf Asset Management first reported a position in First Trust S&P REIT Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.