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EPG Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

EPG Wealth 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
2020
Q2 		– Sell
-1,118
Closed -$21K – 360
2020
Q1 		$21K Buy
+1,118
New +$27.3K 0.02% 393

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPG Wealth Management's FRI Position: Q2 2020 in Review

EPG Wealth Management sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2020, closing a stake of 1,118 shares — an estimated $21K sold.

EPG Wealth Management first reported a position in FRI in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 42 funds tracked by Wall St. Rank hold FRI as of Q2 2020.

  • EPG Wealth Management reported no remaining First Trust S&P REIT Index Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,118 First Trust S&P REIT Index Fund shares in Q2 2020, an estimated $21K.
  • EPG Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's First Trust S&P REIT Index Fund position peaked at $21K in Q1 2020.
  • 42 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.