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Patriot Financial Group Insurance Agency’s First Trust S&P REIT Index Fund FRI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-54
Closed -$1K – 963
2022
Q2 		$1K Buy
+54
New +$1.53K ﹤0.01% 1892

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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FRI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2022, closing a stake of 54 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in FRI in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 72 funds tracked by Wall St. Rank hold FRI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust S&P REIT Index Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 54 First Trust S&P REIT Index Fund shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust S&P REIT Index Fund in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's First Trust S&P REIT Index Fund position peaked at $1K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.