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

Register Financial 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
2024
Q3 		– Sell
-4,520
Closed -$116K – 462
2024
Q2 		$116K Sell
4,520
-138
-3% -$3.46K 0.06% 237
2024
Q1 		$121K Buy
+4,658
New +$119K 0.06% 231

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Register Financial Advisors's FRI Position: Q3 2024 in Review

Register Financial Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2024, closing a stake of 4,520 shares — an estimated $116K sold.

Register Financial Advisors first reported a position in FRI in Q1 2024 and held it in 2 quarters. The position peaked at $121K in Q1 2024. 66 funds tracked by Wall St. Rank hold FRI as of Q3 2024.

  • Register Financial Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 4,520 First Trust S&P REIT Index Fund shares in Q3 2024, an estimated $116K.
  • Register Financial Advisors first reported a position in First Trust S&P REIT Index Fund in Q1 2024 and held it in 2 quarters.
  • Register Financial Advisors's First Trust S&P REIT Index Fund position peaked at $121K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.