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Authentikos Wealth Advisory’s First Trust S&P REIT Index Fund FRI Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-373
Closed -$8.52K – 231
2023
Q3 		$8.52K Buy
+373
New +$9.14K 0.01% 257

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Authentikos Wealth Advisory's FRI Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2023, closing a stake of 373 shares — an estimated $8.52K sold.

Authentikos Wealth Advisory first reported a position in FRI in Q3 2023 and held it in 1 quarter. The position peaked at $8.52K in Q3 2023. 58 funds tracked by Wall St. Rank hold FRI as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining First Trust S&P REIT Index Fund position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 373 First Trust S&P REIT Index Fund shares in Q4 2023, an estimated $8.52K.
  • Authentikos Wealth Advisory first reported a position in First Trust S&P REIT Index Fund in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's First Trust S&P REIT Index Fund position peaked at $8.52K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.