RIA
FRI icon

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

Realta Investment 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
-140
Closed -$3K – 1670
2019
Q2 		$3K Hold
140
– – ﹤0.01% 1485
2019
Q1 		$3K Buy
+140
New +$3.33K ﹤0.01% 1154

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

Realta Investment Advisors's FRI Position: Q3 2019 in Review

Realta Investment Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2019, closing a stake of 140 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in FRI in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 53 funds tracked by Wall St. Rank hold FRI as of Q3 2019.

  • Realta Investment Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 140 First Trust S&P REIT Index Fund shares in Q3 2019, an estimated $3K.
  • Realta Investment Advisors first reported a position in First Trust S&P REIT Index Fund in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's First Trust S&P REIT Index Fund position peaked at $3K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.