HI
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Hudock Inc’s First Trust S&P REIT Index Fund FRI Stock Holding History

Hudock Inc’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
2017
Q4 		– Sell
-11
Closed – – 648
2017
Q3 		$0 Buy
+11
New +$256 ﹤0.01% 648
2014
Q4 		– Sell
-61
Closed -$1K – 562
2014
Q3 		$1K Hold
61
– – ﹤0.01% 553
2014
Q2 		$1K Hold
61
– – ﹤0.01% 561
2014
Q1 		$1K Hold
61
– – ﹤0.01% 536
2013
Q4 		$1K Hold
61
– – ﹤0.01% 546
2013
Q3 		$1K Hold
61
– – ﹤0.01% 495
2013
Q2 		$1K Buy
+61
New +$1.2K ﹤0.01% 493

Other funds holding FRI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hudock Inc's FRI Position: Q4 2017 in Review

Hudock Inc sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2017, closing a stake of 11 shares.

Hudock Inc first reported a position in FRI in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q3 2014. 53 funds tracked by Wall St. Rank hold FRI as of Q4 2017.

  • Hudock Inc reported no remaining First Trust S&P REIT Index Fund position as of Q4 2017 after selling out during the quarter.
  • Hudock Inc sold 11 First Trust S&P REIT Index Fund shares in Q4 2017.
  • Hudock Inc first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and held it in 7 quarters.
  • Hudock Inc's First Trust S&P REIT Index Fund position peaked at $1K in Q3 2014.
  • 53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2017.

Based on Hudock Inc's 13F filing for Q4 2017, filed 30 Jan 2018.