FEG
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Financial Enhancement Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Financial Enhancement 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
2021
Q4 		– Sell
-8,690
Closed -$246K – 279
2021
Q3 		$246K Buy
+8,690
New +$254K 0.05% 87

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JIP
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IWM
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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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

Financial Enhancement Group's FRI Position: Q4 2021 in Review

Financial Enhancement Group sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2021, closing a stake of 8,690 shares — an estimated $246K sold.

Financial Enhancement Group first reported a position in FRI in Q3 2021 and held it in 1 quarter. The position peaked at $246K in Q3 2021. 69 funds tracked by Wall St. Rank hold FRI as of Q4 2021.

  • Financial Enhancement Group reported no remaining First Trust S&P REIT Index Fund position as of Q4 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 8,690 First Trust S&P REIT Index Fund shares in Q4 2021, an estimated $246K.
  • Financial Enhancement Group first reported a position in First Trust S&P REIT Index Fund in Q3 2021 and held it in 1 quarter.
  • Financial Enhancement Group's First Trust S&P REIT Index Fund position peaked at $246K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2021.

Based on Financial Enhancement Group's 13F filing for Q4 2021, filed 28 Jan 2022.