AFG
FRI icon

Albion Financial Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Albion Financial Group’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
2021
Q4 		– Sell
-133
Closed -$4K – 641
2021
Q3 		$4K Buy
+133
New +$3.89K ﹤0.01% 422

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

Albion Financial Group's FRI Position: Q4 2021 in Review

Albion Financial Group sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2021, closing a stake of 133 shares — an estimated $4K sold.

Albion Financial Group first reported a position in FRI in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 69 funds tracked by Wall St. Rank hold FRI as of Q4 2021.

  • Albion Financial Group reported no remaining First Trust S&P REIT Index Fund position as of Q4 2021 after selling out during the quarter.
  • Albion Financial Group sold 133 First Trust S&P REIT Index Fund shares in Q4 2021, an estimated $4K.
  • Albion Financial Group first reported a position in First Trust S&P REIT Index Fund in Q3 2021 and held it in 1 quarter.
  • Albion Financial Group's First Trust S&P REIT Index Fund position peaked at $4K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2021.

Based on Albion Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.