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

Twin Peaks 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 Q2	–	Sell	-4,852	Closed	-$138K	–	954
2026 Q1	$138K	Buy	+4,852	New	+$140K	0.03%	232
2025 Q3	–	Sell	-4,953	Closed	-$133K	–	880
2025 Q2	$133K	Buy	+4,953	New	+$133K	0.04%	202
2024 Q4	–	Sell	-7,381	Closed	-$219K	–	142
2024 Q3	$219K	Sell	7,381 -3,589	-33%	-$100K	0.1%	125
2024 Q2	$282K	Buy	10,970 +1,400	+15%	+$35.1K	0.14%	102
2024 Q1	$249K	Sell	9,570 -300	-3%	-$7.67K	0.14%	112
2023 Q4	$259K	Buy	+9,870	New	+$234K	0.17%	103

Other funds holding FRI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Twin Peaks Wealth Advisors's FRI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2026, closing a stake of 4,852 shares — an estimated $138K sold.

Twin Peaks Wealth Advisors first reported a position in FRI in Q4 2023 and held it in 6 quarters. The position peaked at $282K in Q2 2024. 68 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 4,852 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $138K.
Twin Peaks Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2023 and held it in 6 quarters.
Twin Peaks Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $282K in Q2 2024.
68 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.