FRI β€” FIRST TR S&P REIT INDEX FD

Ownership history in Onyx Bridge Wealth Group LLC  Β·  3 quarters on record

AI Ownership Summary

Onyx Bridge Wealth Group LLC reported FIRST TR S&P REIT INDEX FD (FRI) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows FRI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Onyx Bridge Wealth Group LLC's position in FIRST TR S&P REIT INDEX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FRI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FRI stock page Onyx Bridge Wealth Group LLC fund profile Onyx Bridge Wealth Group LLC full holdings
How Onyx Bridge Wealth Group LLC held FRI β€” position size vs. price
% of Fund (quarterly)    FRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,881 -719 -7.5% 0.03% $243K 2026-02-14 (Est.) $29.71
2025 Q3 REDUCED 9,600 -18,882 -66.3% 0.03% $270K 2025-11-06 $27.20
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FRI

As of 2025 Q4 β€” sorted by position size

TrueWealth Financial Partners 3Y 2.43% TRUE BLUE FINANCIAL, LLC 2.43% TCP Asset Management, LLC 3Y 1.75% Aft, Forsyth & Sober, LLC 3Y 1.32% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.38% PURSUE WEALTH PARTNERS LLC 3Y 0.13% Maia Wealth LLC 0.13% Harvest Investment Services, LLC 3Y 7Y 0.08% Chicago Partners Investment Group LLC 3Y 7Y 0.06% EVOLUTION WEALTH MANAGEMENT INC. 0.05%

FAQ About Onyx Bridge Wealth Group LLC and FRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Onyx Bridge Wealth Group LLC reported owning FRI?

Onyx Bridge Wealth Group LLC reported FRI across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported FRI position in Onyx Bridge Wealth Group LLC's portfolio?

The largest reported portfolio weight for FRI was 0.03% in 2025 Q3.

What is the latest reported FRI position on this page?

The most recent filing on this page is 2025 Q4, when Onyx Bridge Wealth Group LLC reported 8,881 shares, equal to 0.03% of portfolio, with an estimated market value of $243K.

What does the chart on this FRI ownership page compare?

The chart compares Onyx Bridge Wealth Group LLC's quarterly FRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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