LexAurum Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

LexAurum Advisors’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
2019 Q4	–	Sell	-8,786	Closed	-$234K	–	211
2019 Q3	$234K	Buy	+8,786	New	+$227K	0.14%	160
2019 Q1	–	Sell	-52,512	Closed	-$1.14M	–	170
2018 Q4	$1.14M	Buy	+52,512	New	+$1.2M	0.88%	32

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

LexAurum Advisors's FRI Position: Q4 2019 in Review

LexAurum Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2019, closing a stake of 8,786 shares — an estimated $234K sold.

LexAurum Advisors first reported a position in FRI in Q4 2018 and held it in 2 quarters. The position peaked at $1.14M in Q4 2018. 60 funds tracked by Wall St. Rank hold FRI as of Q4 2019.

LexAurum Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q4 2019 after selling out during the quarter.
LexAurum Advisors sold 8,786 First Trust S&P REIT Index Fund shares in Q4 2019, an estimated $234K.
LexAurum Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2018 and held it in 2 quarters.
LexAurum Advisors's First Trust S&P REIT Index Fund position peaked at $1.14M in Q4 2018.
60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2019.

Based on LexAurum Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.