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

Simplicity Solutions’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
2021 Q1	–	Sell	-18,082	Closed	-$420K	–	660
2020 Q4	$420K	Sell	18,082 -21	-0.1%	-$472	0.01%	715
2020 Q3	$382K	Sell	18,103 -1,399	-7%	-$30K	0.01%	677
2020 Q2	$408K	Sell	19,502 -4,287	-18%	-$86.7K	0.01%	669
2020 Q1	$450K	Buy	+23,789	New	+$582K	0.01%	514

Other funds holding FRI

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

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

BFEC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's FRI Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2021, closing a stake of 18,082 shares — an estimated $420K sold.

Simplicity Solutions first reported a position in FRI in Q1 2020 and held it in 4 quarters. The position peaked at $450K in Q1 2020. 44 funds tracked by Wall St. Rank hold FRI as of Q1 2021.

Simplicity Solutions reported no remaining First Trust S&P REIT Index Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 18,082 First Trust S&P REIT Index Fund shares in Q1 2021, an estimated $420K.
Simplicity Solutions first reported a position in First Trust S&P REIT Index Fund in Q1 2020 and held it in 4 quarters.
Simplicity Solutions's First Trust S&P REIT Index Fund position peaked at $450K in Q1 2020.
44 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.