AWA
FRI icon

Arkadios Wealth Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-606
Closed -$17K – 1011
2021
Q3 		$17K Sell
606
-737
-55% -$21.5K ﹤0.01% 1273
2021
Q2 		$37K Sell
1,343
-1,678
-56% -$45.8K ﹤0.01% 1032
2021
Q1 		$76K Buy
3,021
+708
+31% +$17.1K 0.01% 590
2020
Q4 		$53K Buy
+2,313
New +$52K 0.01% 547

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

Arkadios Wealth Advisors's FRI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2021, closing a stake of 606 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in FRI in Q4 2020 and held it in 4 quarters. The position peaked at $76K in Q1 2021. 69 funds tracked by Wall St. Rank hold FRI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 606 First Trust S&P REIT Index Fund shares in Q4 2021, an estimated $17K.
  • Arkadios Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $76K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.