IHT Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

IHT Wealth Management’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
2022 Q1	–	Sell	-447,529	Closed	-$14.6M	–	798
2021 Q4	$14.6M	Buy	+447,529	New	+$13.7M	1.08%	14
2018 Q2	–	Sell	-900	Closed	-$19K	–	766
2018 Q1	$19K	Hold	900	–	–	0.01%	997
2017 Q4	$21K	Hold	900	–	–	0.01%	974
2017 Q3	$21K	Sell	900 -13,224	-94%	-$308K	0.01%	761
2017 Q2	$40	Buy	14,124 +3,374	+31%	+$78.3K	0.02%	565
2017 Q1	$251K	Buy	10,750 +9,850	+1,094%	+$228K	0.17%	148
2016 Q4	$21K	Buy	+900	New	+$20.4K	0.02%	616

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IHT Wealth Management's FRI Position: Q1 2022 in Review

IHT Wealth Management sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2022, closing a stake of 447,529 shares — an estimated $14.6M sold.

IHT Wealth Management first reported a position in FRI in Q4 2016 and held it in 7 quarters. The position peaked at $14.6M in Q4 2021. 73 funds tracked by Wall St. Rank hold FRI as of Q1 2022.

IHT Wealth Management reported no remaining First Trust S&P REIT Index Fund position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 447,529 First Trust S&P REIT Index Fund shares in Q1 2022, an estimated $14.6M.
IHT Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's First Trust S&P REIT Index Fund position peaked at $14.6M in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.