Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust S&P REIT Index Fund FRI Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-800
Closed -$18.3K – 194
2023
Q3 		$18.3K Buy
+800
New +$19.6K ﹤0.01% 276

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Legacy Financial Group (Iowa)'s FRI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2023, closing a stake of 800 shares — an estimated $18.3K sold.

Legacy Financial Group (Iowa) first reported a position in FRI in Q3 2023 and held it in 1 quarter. The position peaked at $18.3K in Q3 2023. 58 funds tracked by Wall St. Rank hold FRI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Trust S&P REIT Index Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 800 First Trust S&P REIT Index Fund shares in Q4 2023, an estimated $18.3K.
  • Legacy Financial Group (Iowa) first reported a position in First Trust S&P REIT Index Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Trust S&P REIT Index Fund position peaked at $18.3K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.