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TrueWealth Financial Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-107,723
Closed -$2.94M – 85
2025
Q4 		$2.94M Buy
+107,723
New +$2.99M 2.43% 13

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
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TrueWealth Financial Partners's FRI Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2026, closing a stake of 107,723 shares — an estimated $2.94M sold.

TrueWealth Financial Partners first reported a position in FRI in Q4 2025 and held it in 1 quarter. The position peaked at $2.94M in Q4 2025. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining First Trust S&P REIT Index Fund position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 107,723 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $2.94M.
  • TrueWealth Financial Partners first reported a position in First Trust S&P REIT Index Fund in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's First Trust S&P REIT Index Fund position peaked at $2.94M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.