FIM
FRI icon

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

Fernwood 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
2024
Q2 		– Sell
-1,300
Closed -$33.8K – 372
2024
Q1 		$33.8K Buy
+1,300
New +$33.3K 0.01% 382

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
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fernwood Investment Management's FRI Position: Q2 2024 in Review

Fernwood Investment Management sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2024, closing a stake of 1,300 shares — an estimated $33.8K sold.

Fernwood Investment Management first reported a position in FRI in Q1 2024 and held it in 1 quarter. The position peaked at $33.8K in Q1 2024. 58 funds tracked by Wall St. Rank hold FRI as of Q2 2024.

  • Fernwood Investment Management reported no remaining First Trust S&P REIT Index Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,300 First Trust S&P REIT Index Fund shares in Q2 2024, an estimated $33.8K.
  • Fernwood Investment Management first reported a position in First Trust S&P REIT Index Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's First Trust S&P REIT Index Fund position peaked at $33.8K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.