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

Mutual 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
Q3 		– Sell
-13,781
Closed -$344K – 557
2019
Q2 		$344K Buy
+13,781
New +$344K 0.04% 416

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

Mutual Advisors's FRI Position: Q3 2019 in Review

Mutual Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2019, closing a stake of 13,781 shares — an estimated $344K sold.

Mutual Advisors first reported a position in FRI in Q2 2019 and held it in 1 quarter. The position peaked at $344K in Q2 2019. 53 funds tracked by Wall St. Rank hold FRI as of Q3 2019.

  • Mutual Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2019 after selling out during the quarter.
  • Mutual Advisors sold 13,781 First Trust S&P REIT Index Fund shares in Q3 2019, an estimated $344K.
  • Mutual Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2019 and held it in 1 quarter.
  • Mutual Advisors's First Trust S&P REIT Index Fund position peaked at $344K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2019.

Based on Mutual Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.