American Portfolios Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

American Portfolios Advisors’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
2022 Q3	$43.2K	Hold	1,877	–	–	﹤0.01%	1795
2022 Q2	$48.3K	Hold	1,877	–	–	﹤0.01%	1776
2022 Q1	$58.6K	Hold	1,877	–	–	﹤0.01%	1806
2021 Q4	$61.2K	Buy	1,877 +580	+45%	+$17.8K	﹤0.01%	1779
2021 Q3	$36.7K	Hold	1,297	–	–	﹤0.01%	1948
2021 Q2	$36.4K	Hold	1,297	–	–	﹤0.01%	1898
2021 Q1	$32.7K	Hold	1,297	–	–	﹤0.01%	1803
2020 Q4	$30.1K	Sell	1,297 -1,770	-58%	-$39.8K	﹤0.01%	1629
2020 Q3	$64.7K	Sell	3,067 -989	-24%	-$21.2K	﹤0.01%	1233
2020 Q2	$84.9K	Sell	4,056 -350	-8%	-$7.08K	0.01%	1056
2020 Q1	$83.4K	Hold	4,406	–	–	0.01%	950
2019 Q4	$115K	Hold	4,406	–	–	0.01%	977
2019 Q3	$117K	Hold	4,406	–	–	0.01%	927
2019 Q2	$110K	Hold	4,406	–	–	0.01%	947
2019 Q1	$110K	Buy	4,406 +2,200	+100%	+$52.4K	0.01%	849
2018 Q4	$47.7K	Hold	2,206	–	–	0.01%	1022
2018 Q3	$51.4K	Hold	2,206	–	–	0.01%	1095
2018 Q2	$51.6K	Hold	2,206	–	–	0.01%	1058
2018 Q1	$47K	Hold	2,206	–	–	0.01%	1047
2017 Q4	$51.4K	Buy	+2,206	New	+$51.7K	0.01%	982

Other funds holding FRI

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

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

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

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

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

American Portfolios Advisors's FRI Position: Q3 2022 in Review

American Portfolios Advisors held its First Trust S&P REIT Index Fund (FRI) position steady in Q3 2022 at 1,877 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

American Portfolios Advisors first reported a position in FRI in Q4 2017 and has held it in 20 quarters since. The position peaked at $117K in Q3 2019. 72 funds tracked by Wall St. Rank hold FRI as of Q3 2022.

American Portfolios Advisors held 1,877 shares of First Trust S&P REIT Index Fund worth $43.2K as of Q3 2022.
American Portfolios Advisors left its First Trust S&P REIT Index Fund share count unchanged in Q3 2022.
First Trust S&P REIT Index Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1795 holding.
American Portfolios Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust S&P REIT Index Fund position peaked at $117K in Q3 2019.
72 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.