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 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 $1.66T 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 $11B AUM 18.22% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's FRI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust S&P REIT Index Fund (FRI) in Q1 2026: 4,852 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FRI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FRI in Q4 2023 and has held it in 6 quarters since. The position peaked at $282K in Q2 2024. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

Twin Peaks Wealth Advisors held 4,852 shares of First Trust S&P REIT Index Fund worth $138K as of Q1 2026.
First Trust S&P REIT Index Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust S&P REIT Index Fund made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #232 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2023 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $282K in Q2 2024.
70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.