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

Halpern Financial’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
Q2 		– Sell
-223
Closed -$5.62K – 249
2021
Q1 		$5.62K Buy
+223
New +$5.38K ﹤0.01% 174

Other funds holding FRI

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Halpern Financial's FRI Position: Q2 2021 in Review

Halpern Financial sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2021, closing a stake of 223 shares — an estimated $5.62K sold.

Halpern Financial first reported a position in FRI in Q1 2021 and held it in 1 quarter. The position peaked at $5.62K in Q1 2021. 47 funds tracked by Wall St. Rank hold FRI as of Q2 2021.

  • Halpern Financial reported no remaining First Trust S&P REIT Index Fund position as of Q2 2021 after selling out during the quarter.
  • Halpern Financial sold 223 First Trust S&P REIT Index Fund shares in Q2 2021, an estimated $5.62K.
  • Halpern Financial first reported a position in First Trust S&P REIT Index Fund in Q1 2021 and held it in 1 quarter.
  • Halpern Financial's First Trust S&P REIT Index Fund position peaked at $5.62K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2021.

Based on Halpern Financial's 13F filing for Q2 2021, filed 21 Sep 2023.