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Prospera Financial Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Prospera Financial Services’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
-2,032
Closed -$52K – 1110
2022
Q2 		$52K Hold
2,032
– – ﹤0.01% 1022
2022
Q1 		$63K Buy
+2,032
New +$61.5K ﹤0.01% 1270
2020
Q4 		– Sell
-2,408
Closed -$51K – 987
2020
Q3 		$51K Buy
+2,408
New +$51.6K 0.02% 609
2018
Q1 		– Sell
-16,595
Closed -$379K – 451
2017
Q4 		$379K Sell
16,595
-8,019
-33% -$188K 0.06% 267
2017
Q3 		$574K Sell
24,614
-14,276
-37% -$333K 0.09% 215
2017
Q2 		$890K Sell
38,890
-7,789
-17% -$181K 0.14% 142
2017
Q1 		$1.08M Sell
46,679
-27,370
-37% -$633K 0.19% 105
2016
Q4 		$1.74M Sell
74,049
-28,576
-28% -$648K 0.34% 54
2016
Q3 		$2.48M Buy
102,625
+36,318
+55% +$902K 0.5% 33
2016
Q2 		$1.64M Buy
66,307
+13,003
+24% +$303K 0.34% 58
2016
Q1 		$1.24M Sell
53,304
-6,502
-11% -$140K 0.28% 63
2015
Q4 		$1.32M Buy
59,806
+2,769
+5% +$60.5K 0.29% 52
2015
Q3 		$1.19M Sell
57,037
-6,133
-10% -$130K 0.3% 47
2015
Q2 		$1.3M Sell
63,170
-34,852
-36% -$766K 0.31% 59
2015
Q1 		$2.27M Sell
98,022
-5,516
-5% -$128K 0.51% 33
2014
Q4 		$2.31M Buy
103,538
+38,059
+58% +$817K 0.57% 30
2014
Q3 		$1.29M Buy
65,479
+46,932
+253% +$966K 0.35% 50
2014
Q2 		$379K Buy
18,547
+2,271
+14% +$45.4K 0.1% 159
2014
Q1 		$312K Sell
16,276
-1,310
-7% -$24.3K 0.1% 162
2013
Q4 		$308K Sell
17,586
-470
-3% -$8.49K 0.1% 158
2013
Q3 		$327K Sell
18,056
-3,230
-15% -$59.4K 0.12% 144
2013
Q2 		$395K Buy
+21,286
New +$418K 0.18% 121

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
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 $4.48B AUM 19.29% 1-Year Est. Return

Prospera Financial Services's FRI Position: Q3 2022 in Review

Prospera Financial Services sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2022, closing a stake of 2,032 shares — an estimated $52K sold.

Prospera Financial Services first reported a position in FRI in Q2 2013 and held it in 22 quarters. The position peaked at $2.48M in Q3 2016. 72 funds tracked by Wall St. Rank hold FRI as of Q3 2022.

  • Prospera Financial Services reported no remaining First Trust S&P REIT Index Fund position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,032 First Trust S&P REIT Index Fund shares in Q3 2022, an estimated $52K.
  • Prospera Financial Services first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and held it in 22 quarters.
  • Prospera Financial Services's First Trust S&P REIT Index Fund position peaked at $2.48M in Q3 2016.
  • 72 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.