Qube Research & Technologies (QRT)
FRI icon

Qube Research & Technologies (QRT)’s First Trust S&P REIT Index Fund FRI Stock Holding History

Qube Research & Technologies (QRT)’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
2024
Q2 		– Sell
-791
Closed -$20.6K – 4110
2024
Q1 		$20.6K Hold
791
– – ﹤0.01% 3691
2023
Q4 		$20.8K Hold
791
– – ﹤0.01% 3479
2023
Q3 		$18.1K Buy
+791
New +$19.4K ﹤0.01% 3173

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LPL Financial
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AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Qube Research & Technologies (QRT)'s FRI Position: Q2 2024 in Review

Qube Research & Technologies (QRT) sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2024, closing a stake of 791 shares — an estimated $20.6K sold.

Qube Research & Technologies (QRT) first reported a position in FRI in Q3 2023 and held it in 3 quarters. The position peaked at $20.8K in Q4 2023. 58 funds tracked by Wall St. Rank hold FRI as of Q2 2024.

  • Qube Research & Technologies (QRT) reported no remaining First Trust S&P REIT Index Fund position as of Q2 2024 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 791 First Trust S&P REIT Index Fund shares in Q2 2024, an estimated $20.6K.
  • Qube Research & Technologies (QRT) first reported a position in First Trust S&P REIT Index Fund in Q3 2023 and held it in 3 quarters.
  • Qube Research & Technologies (QRT)'s First Trust S&P REIT Index Fund position peaked at $20.8K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2024.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2024, filed 14 Aug 2024.