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Crown Wealth Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Crown Wealth Group’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
Q2 		– Sell
-10,800
Closed -$337K – 84
2022
Q1 		$337K Buy
+10,800
New +$327K 0.23% 63

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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Crown Wealth Group's FRI Position: Q2 2022 in Review

Crown Wealth Group sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2022, closing a stake of 10,800 shares — an estimated $337K sold.

Crown Wealth Group first reported a position in FRI in Q1 2022 and held it in 1 quarter. The position peaked at $337K in Q1 2022. 75 funds tracked by Wall St. Rank hold FRI as of Q2 2022.

  • Crown Wealth Group reported no remaining First Trust S&P REIT Index Fund position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 10,800 First Trust S&P REIT Index Fund shares in Q2 2022, an estimated $337K.
  • Crown Wealth Group first reported a position in First Trust S&P REIT Index Fund in Q1 2022 and held it in 1 quarter.
  • Crown Wealth Group's First Trust S&P REIT Index Fund position peaked at $337K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.