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

Advocacy Wealth Management 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
2017 Q1	–	Sell	-1,968	Closed	-$45K	–	314
2016 Q4	$45K	Hold	1,968	–	–	0.01%	79
2016 Q3	$48K	Hold	1,968	–	–	0.02%	117
2016 Q2	$49K	Sell	1,968 -97	-5%	-$2.26K	0.02%	145
2016 Q1	$48K	Hold	2,065	–	–	0.03%	184
2015 Q4	$46K	Buy	+2,065	New	+$45.2K	0.05%	172
2013 Q3	$2K	Hold	112	–	–	0.01%	275
2013 Q2	$2K	Buy	+112	New	+$2.2K	0.01%	230

Other funds holding FRI

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advocacy Wealth Management Services's FRI Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2017, closing a stake of 1,968 shares — an estimated $45K sold.

Advocacy Wealth Management Services first reported a position in FRI in Q2 2013 and held it in 7 quarters. The position peaked at $49K in Q2 2016. 53 funds tracked by Wall St. Rank hold FRI as of Q1 2017.

Advocacy Wealth Management Services reported no remaining First Trust S&P REIT Index Fund position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,968 First Trust S&P REIT Index Fund shares in Q1 2017, an estimated $45K.
Advocacy Wealth Management Services first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and held it in 7 quarters.
Advocacy Wealth Management Services's First Trust S&P REIT Index Fund position peaked at $49K in Q2 2016.
53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.