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First Trust S&P REIT Index Fund shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial 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 TrueWealth Financial 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 TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 108k 27.31

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding First Trust S&P REIT Index Fund

LPL Financial
Cetera Investment Advisers
TCP Asset Management
Aft, Forsyth & Sober
UBS Group
TrueWealth Financial Partners
AE Wealth Management
Benjamin Edwards
Chicago Partners Investment
Wells Fargo & Company
Stifel Financial
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
Maia Wealth

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