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

Delos 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
Q3 		– Sell
-13,291
Closed -$373K – 229
2021
Q2 		$373K Buy
+13,291
New +$362K 0.47% 38

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Delos Wealth Advisors's FRI Position: Q3 2021 in Review

Delos Wealth Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2021, closing a stake of 13,291 shares — an estimated $373K sold.

Delos Wealth Advisors first reported a position in FRI in Q2 2021 and held it in 1 quarter. The position peaked at $373K in Q2 2021. 58 funds tracked by Wall St. Rank hold FRI as of Q3 2021.

  • Delos Wealth Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2021 after selling out during the quarter.
  • Delos Wealth Advisors sold 13,291 First Trust S&P REIT Index Fund shares in Q3 2021, an estimated $373K.
  • Delos Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $373K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2021.

Based on Delos Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.