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

Aprio Wealth Management’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
2020 Q2	–	Sell	-31,865	Closed	-$603K	–	72
2020 Q1	$603K	Hold	31,865	–	–	0.76%	29
2019 Q4	$832K	Buy	+31,865	New	+$840K	0.61%	26

Other funds holding FRI

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPIG

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Aprio Wealth Management's FRI Position: Q2 2020 in Review

Aprio Wealth Management sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2020, closing a stake of 31,865 shares — an estimated $603K sold.

Aprio Wealth Management first reported a position in FRI in Q4 2019 and held it in 2 quarters. The position peaked at $832K in Q4 2019. 42 funds tracked by Wall St. Rank hold FRI as of Q2 2020.

Aprio Wealth Management reported no remaining First Trust S&P REIT Index Fund position as of Q2 2020 after selling out during the quarter.
Aprio Wealth Management sold 31,865 First Trust S&P REIT Index Fund shares in Q2 2020, an estimated $603K.
Aprio Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q4 2019 and held it in 2 quarters.
Aprio Wealth Management's First Trust S&P REIT Index Fund position peaked at $832K in Q4 2019.
42 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2020.

Based on Aprio Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.