Koshinski Asset Management
FRI icon

Koshinski Asset Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-200
Closed -$6.24K – 1091
2022
Q1 		$6.24K Hold
200
– – ﹤0.01% 1734
2021
Q4 		$6.52K Hold
200
– – ﹤0.01% 1743
2021
Q3 		$5.66K Buy
+200
New +$5.84K ﹤0.01% 1809

Other funds holding FRI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Koshinski Asset Management's FRI Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2022, closing a stake of 200 shares — an estimated $6.24K sold.

Koshinski Asset Management first reported a position in FRI in Q3 2021 and held it in 3 quarters. The position peaked at $6.52K in Q4 2021. 75 funds tracked by Wall St. Rank hold FRI as of Q2 2022.

  • Koshinski Asset Management reported no remaining First Trust S&P REIT Index Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 200 First Trust S&P REIT Index Fund shares in Q2 2022, an estimated $6.24K.
  • Koshinski Asset Management first reported a position in First Trust S&P REIT Index Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's First Trust S&P REIT Index Fund position peaked at $6.52K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.