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Founders Financial Alliance’s First Trust S&P REIT Index Fund FRI Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-4,597
Closed -$100K – 739
2020
Q3 		$100K Buy
+4,597
New +$98.6K 0.06% 266

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Founders Financial Alliance's FRI Position: Q4 2020 in Review

Founders Financial Alliance sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2020, closing a stake of 4,597 shares — an estimated $100K sold.

Founders Financial Alliance first reported a position in FRI in Q3 2020 and held it in 1 quarter. The position peaked at $100K in Q3 2020. 45 funds tracked by Wall St. Rank hold FRI as of Q4 2020.

  • Founders Financial Alliance reported no remaining First Trust S&P REIT Index Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 4,597 First Trust S&P REIT Index Fund shares in Q4 2020, an estimated $100K.
  • Founders Financial Alliance first reported a position in First Trust S&P REIT Index Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's First Trust S&P REIT Index Fund position peaked at $100K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.