Axiom Investment Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Axiom Investment 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
2022 Q4	–	Sell	-1,200	Closed	-$28K	–	214
2022 Q3	$28K	Buy	+1,200	New	+$31.8K	0.06%	206
2022 Q1	–	Sell	-13,000	Closed	-$425K	–	115
2021 Q4	$425K	Buy	+13,000	New	+$399K	0.41%	65
2019 Q4	–	Sell	-13,000	Closed	-$346K	–	168
2019 Q3	$346K	Sell	13,000 -1,000	-7%	-$25.8K	0.26%	101
2019 Q2	$346K	Buy	+14,000	New	+$350K	0.06%	266

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

AFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

CPIG

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

RJFSA

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

Axiom Investment Management's FRI Position: Q4 2022 in Review

Axiom Investment Management sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2022, closing a stake of 1,200 shares — an estimated $28K sold.

Axiom Investment Management first reported a position in FRI in Q2 2019 and held it in 4 quarters. The position peaked at $425K in Q4 2021. 60 funds tracked by Wall St. Rank hold FRI as of Q4 2022.

Axiom Investment Management reported no remaining First Trust S&P REIT Index Fund position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 1,200 First Trust S&P REIT Index Fund shares in Q4 2022, an estimated $28K.
Axiom Investment Management first reported a position in First Trust S&P REIT Index Fund in Q2 2019 and held it in 4 quarters.
Axiom Investment Management's First Trust S&P REIT Index Fund position peaked at $425K in Q4 2021.
60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.