Wealth Enhancement Advisory Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$218K	Buy	+7,454	New	+$236K	﹤0.01%	3669

Other funds holding FRI

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's FRI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in First Trust S&P REIT Index Fund (FRI) in Q3 2026: 7,454 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3669 among its holdings.

11 funds tracked by Wall St. Rank hold FRI as of Q3 2026.

Wealth Enhancement Advisory Services held 7,454 shares of First Trust S&P REIT Index Fund worth $218K as of Q3 2026.
First Trust S&P REIT Index Fund was a new Wealth Enhancement Advisory Services position in Q3 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3669 holding.
11 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.