Financial Partners Group (Kansas)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Financial Partners Group (Kansas)’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-223,301	Closed	-$5.8M	–	79
2019 Q1	$5.8M	Sell	223,301 -10,804	-5%	-$267K	3.14%	12
2018 Q4	$5.24M	Sell	234,105 -34,518	-13%	-$814K	3.41%	11
2018 Q3	$6.47M	Sell	268,623 -12,108	-4%	-$300K	4.21%	8
2018 Q2	$6.89M	Buy	280,731 +44,631	+19%	+$1.04M	5.05%	6
2018 Q1	$5.4M	Buy	236,100 +41,883	+22%	+$968K	4.24%	7
2017 Q4	$4.8M	Buy	+194,217	New	+$4.8M	3.78%	10

Other funds holding FREL

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return