Sage Private Wealth Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-218	Closed	-$5K	–	90
2022 Q3	$5K	Buy	218 +1	+0.5%	+$26	0.01%	169
2022 Q2	$6K	Buy	217 +1	+0.5%	+$28	0.01%	153
2022 Q1	$7K	Buy	216 +1	+0.5%	+$30	0.01%	154
2021 Q4	$7K	Buy	215 +1	+0.5%	+$31	0.01%	150
2021 Q3	$6K	Buy	214 +1	+0.5%	+$29	0.01%	155
2021 Q2	$6K	Hold	213	–	–	0.01%	148
2021 Q1	$5K	Buy	213 +1	+0.5%	+$24	0.01%	153
2020 Q4	$5K	Buy	+212	New	+$4.76K	0.01%	144

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sage Private Wealth Group's FRI Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2022, closing a stake of 218 shares — an estimated $5K sold.

Sage Private Wealth Group first reported a position in FRI in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 60 funds tracked by Wall St. Rank hold FRI as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust S&P REIT Index Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 218 First Trust S&P REIT Index Fund shares in Q4 2022, an estimated $5K.
Sage Private Wealth Group first reported a position in First Trust S&P REIT Index Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust S&P REIT Index Fund position peaked at $7K in Q1 2022.
60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.