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

Reby 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
2020
Q4 		$9K Buy
+406
New +$9.12K ﹤0.01% 426

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Reby Advisors's FRI Position: Q4 2020 in Review

Reby Advisors opened a new position in First Trust S&P REIT Index Fund (FRI) in Q4 2020: 406 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

45 funds tracked by Wall St. Rank hold FRI as of Q4 2020.

  • Reby Advisors held 406 shares of First Trust S&P REIT Index Fund worth $9K as of Q4 2020.
  • First Trust S&P REIT Index Fund was a new Reby Advisors position in Q4 2020.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #426 holding.
  • 45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.