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First Trust S&P REIT Index Fund shares owned by Gateway Wealth Partners

Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by Gateway Wealth Partners from 13F filings

Historical chart of Gateway Wealth Partners investment in First Trust S&P REIT Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust S&P REIT Index Fund held by Gateway Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust S&P REIT Index Fund by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $308k 11k 28.46

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Msci Em Asia Etf (EEMA)
American Centy Etf Tr Us Eqt Etf (AVUS)
T Rowe Price Etf International Eq (TOUS)
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Ishares Core Msci Emkt (IEMG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Gateway Wealth Partners

Top funds holding First Trust S&P REIT Index Fund

Morgan Stanley
LPL Financial
TCP Asset Management
Cetera Investment Advisers
Aft, Forsyth & Sober
UBS Group
True Blue Financial
Benjamin Edwards
Wells Fargo & Company
Chicago Partners Investment
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
Two Sigma Investments
Bank of America Corporation

View all funds holding First Trust S&P REIT Index Fund