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

Meridian 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
2019 Q3	–	Sell	-1,032	Closed	-$257	–	286
2019 Q2	$257	Buy	+1,032	New	+$25.8K	0.01%	493

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

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

BFEC

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

Meridian Wealth Management's FRI Position: Q3 2019 in Review

Meridian Wealth Management sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2019, closing a stake of 1,032 shares — an estimated $257 sold.

Meridian Wealth Management first reported a position in FRI in Q2 2019 and held it in 1 quarter. The position peaked at $257 in Q2 2019. 53 funds tracked by Wall St. Rank hold FRI as of Q3 2019.

Meridian Wealth Management reported no remaining First Trust S&P REIT Index Fund position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 1,032 First Trust S&P REIT Index Fund shares in Q3 2019, an estimated $257.
Meridian Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's First Trust S&P REIT Index Fund position peaked at $257 in Q2 2019.
53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.