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

SignatureFD’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 Q1	–	Sell	-1,322	Closed	-$29K	–	1999
2018 Q4	$29K	Hold	1,322	–	–	﹤0.01%	1018
2018 Q3	$31K	Hold	1,322	–	–	﹤0.01%	1043
2018 Q2	$31K	Hold	1,322	–	–	﹤0.01%	1022
2018 Q1	$28K	Buy	+1,322	New	+$28.4K	﹤0.01%	945

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SignatureFD's FRI Position: Q1 2019 in Review

SignatureFD sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2019, closing a stake of 1,322 shares — an estimated $29K sold.

SignatureFD first reported a position in FRI in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q3 2018. 49 funds tracked by Wall St. Rank hold FRI as of Q1 2019.

SignatureFD reported no remaining First Trust S&P REIT Index Fund position as of Q1 2019 after selling out during the quarter.
SignatureFD sold 1,322 First Trust S&P REIT Index Fund shares in Q1 2019, an estimated $29K.
SignatureFD first reported a position in First Trust S&P REIT Index Fund in Q1 2018 and held it in 4 quarters.
SignatureFD's First Trust S&P REIT Index Fund position peaked at $31K in Q3 2018.
49 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2019.

Based on SignatureFD's 13F filing for Q1 2019, filed 9 May 2019.