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

Pinnacle Family 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
2022 Q1	–	Sell	-100,305	Closed	-$3.27M	–	120
2021 Q4	$3.27M	Sell	100,305 -15,255	-13%	-$468K	1.48%	13
2021 Q3	$3.27M	Buy	+115,560	New	+$3.38M	1.46%	12
2020 Q1	–	Sell	-174,300	Closed	-$4.55M	–	71
2019 Q4	$4.55M	Sell	174,300 -153,105	-47%	-$4.03M	4.1%	9
2019 Q3	$8.72M	Sell	327,405 -9,970	-3%	-$257K	7.69%	2
2019 Q2	$8.41M	Buy	337,375 +184,990	+121%	+$4.62M	6.98%	1
2019 Q1	$3.79M	Sell	152,385 -218,863	-59%	-$5.21M	3.37%	7
2018 Q4	$8.03M	Buy	371,248 +252,988	+214%	+$5.8M	5.4%	6
2018 Q3	$2.76M	Buy	118,260 +109,479	+1,247%	+$2.59M	1.46%	17
2018 Q2	$205K	Buy	+8,781	New	+$194K	0.11%	62
2018 Q1	–	Sell	-8,745	Closed	-$204K	–	68
2017 Q4	$204K	Sell	8,745 -416,047	-98%	-$9.76M	0.09%	70
2017 Q3	$9.89M	Buy	424,792 +416,130	+4,804%	+$9.7M	4.65%	5
2017 Q2	$201K	Buy	+8,662	New	+$201K	0.11%	65
2017 Q1	–	Sell	-40,171	Closed	-$926K	–	61
2016 Q4	$926K	Buy	+40,171	New	+$912K	0.57%	37

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinnacle Family Advisors's FRI Position: Q1 2022 in Review

Pinnacle Family Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2022, closing a stake of 100,305 shares — an estimated $3.27M sold.

Pinnacle Family Advisors first reported a position in FRI in Q4 2016 and held it in 13 quarters. The position peaked at $9.89M in Q3 2017. 73 funds tracked by Wall St. Rank hold FRI as of Q1 2022.

Pinnacle Family Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q1 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 100,305 First Trust S&P REIT Index Fund shares in Q1 2022, an estimated $3.27M.
Pinnacle Family Advisors first reported a position in First Trust S&P REIT Index Fund in Q4 2016 and held it in 13 quarters.
Pinnacle Family Advisors's First Trust S&P REIT Index Fund position peaked at $9.89M in Q3 2017.
73 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2022.

Based on Pinnacle Family Advisors's 13F filing for Q1 2022, filed 16 May 2022.