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

Stratos Wealth Advisors’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	$247K	Buy	8,672 +19	+0.2%	+$547	0.02%	532
2025 Q4	$236K	Buy	8,653 +71	+0.8%	+$1.97K	0.01%	588
2025 Q3	$241K	Buy	8,582 +35	+0.4%	+$961	0.01%	611
2025 Q2	$231K	Sell	8,547 -1,739	-17%	-$46.7K	0.01%	600
2025 Q1	$283K	Buy	10,286 +32	+0.3%	+$885	0.02%	562
2024 Q4	$281K	Buy	10,254 +118	+1%	+$3.41K	0.01%	596
2024 Q3	$300K	Buy	10,136 +25	+0.2%	+$700	0.01%	606
2024 Q2	$260K	Sell	10,111 -117	-1%	-$2.93K	0.01%	607
2024 Q1	$266K	Buy	10,228 +1,256	+14%	+$32.1K	0.02%	569
2023 Q4	$235K	Buy	+8,972	New	+$212K	0.01%	612

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's FRI Position: Q1 2026 in Review

Stratos Wealth Advisors increased its First Trust S&P REIT Index Fund (FRI) stake by 0.22% in Q1 2026, buying an estimated $547 and bringing the position to 8,672 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #532.

Stratos Wealth Advisors first reported a position in FRI in Q4 2023 and has held it in 10 quarters since. The position peaked at $300K in Q3 2024. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

Stratos Wealth Advisors held 8,672 shares of First Trust S&P REIT Index Fund worth $247K as of Q1 2026.
Stratos Wealth Advisors bought 19 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $547.
First Trust S&P REIT Index Fund made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #532 holding.
Stratos Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2023 and has held it in 10 quarters since.
Stratos Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $300K in Q3 2024.
70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.