Avantax Advisory Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-10,503	Closed	-$275K	–	835
2019 Q4	$275K	Buy	+10,503	New	+$277K	0.01%	656

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

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Avantax Advisory Services's FRI Position: Q1 2020 in Review

Avantax Advisory Services sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2020, closing a stake of 10,503 shares — an estimated $275K sold.

Avantax Advisory Services first reported a position in FRI in Q4 2019 and held it in 1 quarter. The position peaked at $275K in Q4 2019. 52 funds tracked by Wall St. Rank hold FRI as of Q1 2020.

Avantax Advisory Services reported no remaining First Trust S&P REIT Index Fund position as of Q1 2020 after selling out during the quarter.
Avantax Advisory Services sold 10,503 First Trust S&P REIT Index Fund shares in Q1 2020, an estimated $275K.
Avantax Advisory Services first reported a position in First Trust S&P REIT Index Fund in Q4 2019 and held it in 1 quarter.
Avantax Advisory Services's First Trust S&P REIT Index Fund position peaked at $275K in Q4 2019.
52 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.