LMKC
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L.M. Kohn & Company’s First Trust S&P REIT Index Fund FRI Stock Holding History

L.M. Kohn & Company’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
2024
Q4 		– Sell
-13,500
Closed -$400K – 274
2024
Q3 		$400K Buy
+13,500
New +$378K 0.1% 170

Other funds holding FRI

Morgan Stanley
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.M. Kohn & Company's FRI Position: Q4 2024 in Review

L.M. Kohn & Company sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2024, closing a stake of 13,500 shares — an estimated $400K sold.

L.M. Kohn & Company first reported a position in FRI in Q3 2024 and held it in 1 quarter. The position peaked at $400K in Q3 2024. 74 funds tracked by Wall St. Rank hold FRI as of Q4 2024.

  • L.M. Kohn & Company reported no remaining First Trust S&P REIT Index Fund position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,500 First Trust S&P REIT Index Fund shares in Q4 2024, an estimated $400K.
  • L.M. Kohn & Company first reported a position in First Trust S&P REIT Index Fund in Q3 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's First Trust S&P REIT Index Fund position peaked at $400K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.